Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin David Grauer is an investment advisor representative with Ameriprise Financial Services, LLC. Kevin has been in the financial services industry since 2006. Kevin is registered with the following securities authorities: Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Kevin has a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Kevin is also a registered investment advisor in several states including New Jersey, Ohio and Texas. Ameriprise Financial Services, LLC has a main office located in Minneapolis, Minnesota. The firm has approximately $1 billion - $10 billion in assets under management. Ameriprise Financial Services, LLC has a diverse client base, including individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm provides financial planning, asset allocation services, portfolio management, and educational seminars. Ameriprise Financial Services, LLC is committed to providing its clients with a high level of personalized service.
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
NJ
09/24/2010 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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