Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Considine is a financial advisor at Ameriprise Financial Services, LLC, with over 30 years of experience in the financial services industry. Kevin has been registered with the state of New Jersey since 2012 and holds Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam. Kevin's previous employment includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., Fleet Enterprises, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Kevin has a broad range of experience in financial planning, portfolio management, and asset allocation. Kevin specializes in providing investment advice to high-net-worth individuals, families, and businesses. Kevin is also a registered investment advisor and is committed to providing his clients with the highest level of service and expertise.
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.
1
2
NJ
05/18/2012 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NJ
10/23/2009 - 05/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HO-HO-KUS NJ)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/08/1996 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
09/27/1990 - 03/19/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/27/1990 - 03/19/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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