Unclaimed
Kevin Michael Nemoir is a financial advisor registered with Ameriprise Financial Services, LLC. Kevin has been working in the financial industry since August 8, 2004. Kevin is licensed to provide financial advice in Texas and Wisconsin and has previously worked at H. Beck, Inc., SII Investments, Inc., and AXA Advisors, LLC. Kevin's areas of expertise include asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
WI
12/18/2015 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
12/08/2009 - 12/18/2015
H. BECK, INC. (ELM GROVE WI)
WI
03/16/2009 - 12/07/2009
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
04/20/2004 - 04/09/2007
AXA ADVISORS, LLC (MILWAUKEE WI)
IA
Issued 06/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Nemoir is the right advisor for you? Invested Better is here to help.