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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 Deangelis is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial services industry since March 7, 1994. Kevin is registered with the state of Rhode Island as an Investment Adviser Representative (IAR) and has several other active state registrations. Kevin's firm has a diverse clientele including insurance companies, charitable organizations, high net worth individuals, and pension and profit-sharing plans.
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
10/25/2020 - Present
Ameriprise Financial Services, LLC (Tiverton RI)
RI
02/07/2011 - 09/04/2020
COMMONWEALTH FINANCIAL NETWORK (WARWICK RI)
RI
11/07/1997 - 02/08/2011
CCO INVESTMENT SERVICES CORP. (WARWICK RI)
MA
01/02/1996 - 11/04/1997
FIS SECURITIES, INC. (BOSTON MA)
ME
05/15/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
02/11/1994 - 05/12/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/11/1994 - 05/12/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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