Unclaimed
Kevin Harrell is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been working in the financial industry since 2011 and has a strong track record of success. Kevin has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Kevin is committed to providing his clients with personalized financial advice and guidance. He is a Registered Representative of Ameriprise Financial Services, Inc. Kevin is also an Investment Advisor Representative of Ameriprise Financial Services, LLC. Kevin holds Series 7 and 66 securities licenses. He is also a Registered Representative of the Financial Industry Regulatory Authority (FINRA). Kevin has a Bachelor's degree in Business Administration from the University of Nevada, Reno. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Nevada Society of Certified Public Accountants (NSCPA).
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
NV
01/11/2017 - Present
Ameriprise Financial Services, LLC (Reno NV)
NV
02/05/2015 - 01/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARKS NV)
NV
10/22/2012 - 01/07/2015
MML INVESTORS SERVICES, LLC (CARSON CITY NV)
NV
04/13/2011 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
BOTH
Issued 05/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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