Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin L. Barnes is an investment advisor representative at Ameriprise Financial Services, LLC. Kevin has been in the industry since August 2011. Kevin holds Series 66, Series 7 and SIE securities licenses and is registered in Arizona, Connecticut, Delaware, Florida, Illinois, New Jersey, North Carolina, Pennsylvania, South Carolina, Virginia and Washington. Kevin has specializations in Investment Advice, Retirement Plans & Annuities, Insurance, Mutual Funds & ETFs, Fixed Income, College Savings Plans & 529 Plans, and Alternative Investments. Kevin previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A.
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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NJ
07/21/2023 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NJ
08/26/2011 - 07/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
BOTH
Issued 09/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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