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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 Cullen Connor is a financial advisor with Ameriprise Financial Services, LLC, located in Tequesta, Florida. Kevin has been in the industry since December 7, 1995, and has held various positions at different firms before joining Ameriprise. Kevin holds a variety of licenses and certifications, including the Series 65, 66, and 63 exams, as well as the Series 24 and 7 exams. Kevin is also registered with the Financial Industry Regulatory Authority (FINRA). Kevin specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses.
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
FL
01/24/2025 - Present
Ameriprise Financial Services, LLC (Tequesta FL)
FL
01/16/2014 - 08/18/2016
J.W. COLE FINANCIAL, INC. (JUPITER FL)
FL
01/04/2010 - 12/31/2013
LASALLE ST SECURITIES, L.L.C. (JUNO BEACH FL)
FL
09/16/2005 - 01/07/2010
RAYMOND JAMES & ASSOCIATES, INC. (PALM BEACH GARDENS FL)
MO
02/09/2000 - 08/31/2005
EDWARD JONES (ST. LOUIS MO)
NY
04/26/1999 - 02/09/2000
ON-SITE TRADING, INC. (GREAT NECK NY)
MO
07/24/1995 - 01/11/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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