Unclaimed
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 professional with over 7 years of experience in the industry. Kevin is a registered representative of Stifel, Nicolaus & Company, Inc. and has held previous positions at Ameriprise Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Thrivent Investment Management Inc. Kevin holds the Series 66, SIE and Series 7 licenses and has earned the Certified Financial Planner designation. Kevin specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and institutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/04/2020 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
IL
08/30/2019 - 02/28/2020
THRIVENT INVESTMENT MANAGEMENT INC. (ORLAND PARK IL)
IL
02/04/2019 - 08/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
09/18/2017 - 05/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Warrenville IL)
IL
03/25/2017 - 08/25/2017
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
10/22/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
09/08/2015 - 09/23/2015
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 02/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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