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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 McWilliams is a financial advisor with Ameriprise Financial Services, LLC. Kevin has over 18 years of experience in the financial services industry. Kevin is registered with the state of Florida and Texas to provide investment advice. Kevin holds FINRA Series 7, 9, 10, and 66 securities licenses. Kevin is a member of the Ameriprise team and has been with the firm for over 8 years. Ameriprise Financial, LLC is a leading financial services firm that provides a wide range of financial products and services to individuals and families. The firm's mission is to help clients achieve their financial goals.
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
FL
08/19/2014 - Present
Ameriprise Financial Services, LLC (Lakeland FL)
FL
01/03/2012 - 08/20/2014
OPPENHEIMER & CO. INC. (LAKELAND FL)
FL
10/28/2003 - 07/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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