Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Stuart is a financial advisor who has been in the industry since 2007. He is currently registered with Ameriprise Financial Services, LLC, and is licensed in Alabama, Florida, Kentucky, Maryland, Mississippi, Missouri, North Carolina, Tennessee, and Virginia. Kevin has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. His areas of expertise include financial planning, investment management, retirement planning, and estate planning. Kevin holds a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is committed to providing his clients with personalized advice and strategies to help them 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
AL
04/26/2022 - Present
Ameriprise Financial Services, LLC (HUNTSVILLE AL)
AL
12/02/2014 - 04/22/2022
LPL FINANCIAL LLC (HUNTSVILLE AL)
AL
10/19/2012 - 12/02/2014
PNC INVESTMENTS (ATHENS AL)
AL
02/02/2011 - 10/15/2012
MORGAN KEEGAN & COMPANY, INC. (HUNTSVILLE AL)
AL
07/17/2007 - 01/26/2011
WELLS FARGO ADVISORS, LLC (HUNTSVILLE AL)
IA
Issued 05/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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