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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 Martin Golden is an investment advisor representative with Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Kevin has been in the industry since August 2000 and has held previous roles with Ameriprise Advisor Services, Inc. and Charles Schwab & Co., Inc. Kevin holds the Series 7, Series 31, Series 63, and Series 65 licenses. Kevin specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and asset allocation services. Kevin is registered in multiple states including Texas, Utah, and Arizona.
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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AZ
07/11/2024 - Present
Ameriprise Financial Services, LLC (Phoenix AZ)
AZ
05/22/2001 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
TX
08/11/2000 - 05/30/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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