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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Collison is a financial advisor with over 24 years of experience in the financial services industry. Kevin is currently registered with Ameriprise Financial Services, LLC and holds registrations in 38 states, including Maryland, Texas, and Virginia. Kevin has worked with a variety of clients, including individuals, families, businesses, and institutions. Kevin specializes in financial planning, asset allocation, and portfolio management. Kevin is dedicated to helping clients reach their financial goals.
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.
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2
MD
01/20/2021 - Present
Ameriprise Financial Services, LLC (Annapolis MD)
MD
07/29/2009 - 09/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
MD
06/01/2009 - 08/19/2009
MORGAN STANLEY SMITH BARNEY (BOWIE MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOWIE MD)
MD
05/11/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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