Unclaimed
Kevin Widener is an investment advisor representative with Ameriprise Financial Services, LLC, a firm that has been in business since 1998. Kevin is based in Florence, Kentucky. The advisor has been working in the financial services industry since 1998. Ameriprise Financial Services, LLC specializes in providing financial planning, investment management, and pension consulting services to individuals and businesses. Kevin Widener is licensed to sell securities in Kentucky. Kevin has held previous positions with IDS LIFE INSURANCE COMPANY. The advisor has a Series 7, Series 63, and SIE licenses. Ameriprise Financial Services, LLC has a strong commitment to ethical and responsible investment practices and has a comprehensive compliance program in place to ensure that its advisors meet all applicable regulatory requirements.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
09/17/2003 - Present
Ameriprise Financial Services, LLC (FLORENCE KY)
MN
06/08/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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