Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin F Meserve is a financial advisor associated with Ameriprise Financial Services, LLC. Kevin has been in the industry since 2008 and has a Series 6, 7, 63 and 65 license. Kevin specializes in retirement planning, investment management, insurance, and estate planning.
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
PA
10/15/2024 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
PA
11/06/2013 - 05/14/2014
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
MA
07/11/2013 - 11/08/2013
SANTANDER SECURITIES LLC (REVERE MA)
MA
05/01/2013 - 07/08/2013
CUSO FINANCIAL SERVICES, L.P. (MEDFORD MA)
MD
03/08/2013 - 04/15/2013
HSBC SECURITIES (USA) INC. (BETHESDA MD)
NH
12/08/2009 - 11/15/2012
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
MA
01/01/2008 - 03/09/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
08/20/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IA
Issued 01/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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