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 Osterberger is a financial advisor registered with Ameriprise Financial Services, LLC. Kevin has been in the industry since April 1999 and has licenses in multiple states. Kevin is also registered with the state of Texas as an investment advisor representative. Prior to joining Ameriprise, Kevin worked at UBS Financial Services Inc. and Morgan Stanley Smith Barney. Kevin's specializations include financial planning, asset allocation services, portfolio management for individuals and businesses, and educational seminars.
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
09/25/2020 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
04/29/2011 - 10/06/2020
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
06/01/2009 - 05/05/2011
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
04/14/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
BOTH
Issued 04/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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