Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daley is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the industry since August 4, 2011. Kevin has been registered with Ameriprise Financial Services, LLC since August 5, 2011. Kevin is a licensed Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7) holder and is also registered as a Uniform Securities Agent State Law Examination (Series 63) in Minnesota. Kevin is located in Minneapolis, Minnesota. Ameriprise Financial Services, LLC has been in business for over a century and is a leading provider of financial advice and products. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of financial services, including financial planning, investment management, insurance, and retirement planning. Ameriprise Financial Services, LLC has over 13,000 employees and manages over $479 Billion in assets.
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
MN
08/05/2011 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 08/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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