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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Zezula is an active investment advisor representative registered in 19 states. Kevin is registered with Ameriprise Financial Services, LLC and has been in the industry since December 2010. Kevin has been associated with Ameriprise since March 2021. Kevin has also previously worked at Morgan Stanley and Merrill Lynch. Kevin specializes in providing services for individuals, high net worth individuals, corporations, trusts and estates, and charitable organizations. Kevin is a member of the Board of Directors for Zezula. Kevin has a Series 7, Series 66 and SIE registration.
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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MI
01/24/2023 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
06/04/2015 - 03/31/2021
MORGAN STANLEY (ROCHESTER MI)
MI
12/20/2010 - 06/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 04/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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