Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Douglas Houser is a financial advisor with over 20 years of experience in the financial services industry. Kevin is registered with Ameriprise Financial Services, LLC and has previously been registered with LPL Financial LLC, Wachovia Securities, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin is a Certified Financial Planner (CFP®) and holds the Series 7, Series 63, and Series 65 licenses. He specializes in providing financial planning, investment management, retirement planning, and tax preparation services to individuals, families, and businesses. Kevin is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
1
2
PA
09/16/2016 - Present
Ameriprise Financial Services, LLC (Center Valley PA)
PA
06/25/2008 - 09/28/2016
LPL FINANCIAL LLC (ALLENTOWN PA)
PA
12/10/2004 - 07/01/2008
WACHOVIA SECURITIES, LLC (ALLENTOWN PA)
NY
05/12/2000 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/11/1994 - 05/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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