Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Doyle is a financial advisor with Ameriprise Financial Services, LLC, located in Providence, Rhode Island. Kevin has over 20 years of experience in the financial services industry. Kevin is registered to provide investment advice in Connecticut, Florida, Maine, Massachusetts, Michigan, New Hampshire, Rhode Island, Virginia, and Wisconsin. Kevin has earned the Series 6, 7, and 66 securities licenses. Kevin also holds the Securities Industry Essentials (SIE) license. Kevin is a member of the Board of Directors for Doyle, Development Committee for 135 prairie ave, and a Board Member for 345 Blackstone Blvd.
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
RI
03/28/2023 - Present
Ameriprise Financial Services, LLC (PROVIDENCE RI)
RI
05/26/2017 - 03/24/2023
EDWARD JONES (East Greenwich RI)
CT
03/25/2017 - 05/02/2017
MML INVESTORS SERVICES, LLC (NEW LONDON CT)
CT
02/16/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW LONDON CT)
RI
06/03/2002 - 02/23/2011
NYLIFE SECURITIES LLC (PROVIDENCE RI)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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