Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kimball is a financial advisor registered with Ameriprise Financial Services, LLC. Kevin has been in the financial industry since 1995. Kevin has been working with Ameriprise Financial Services, LLC since 2019 and has also worked at MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and John Hancock Distributors, Inc. Kevin holds Series 6, 7TO, 63, and 65 licenses and is registered in 20 states. Kevin has a strong background in providing financial advice to a wide range of clients, including individuals, businesses, trusts, estates, charitable organizations, and pension 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
NH
09/26/2024 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
03/25/2017 - 09/30/2019
MML INVESTORS SERVICES, LLC (Nashua NH)
NH
12/05/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
MA
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NJ
10/13/1997 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
07/21/1995 - 10/14/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/20/1995 - 06/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/20/1995 - 06/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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