Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Benjamin, N, is an investment advisor representative with Ameriprise Financial Services, LLC. Kevin has been a registered representative in the securities industry since 1991. Kevin has experience providing financial advice to individuals, families, and businesses. Kevin is also a registered investment advisor and has been in the industry for over 30 years. Kevin specializes in providing financial planning, asset allocation, and portfolio management services. Kevin's previous employment includes Investment Professionals, Inc., The Huntington Investment Company, LPL Financial LLC, Fifth Third Securities, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, UVEST Financial Services Group, Inc., IFMG Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kevin is licensed in several states and holds the Series 7, Series 63, Series 65, and SIE licenses. Kevin is committed to providing clients with personalized financial advice and helping 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
IL
02/26/2021 - Present
Ameriprise Financial Services, LLC (Warrenville IL)
IL
06/22/2018 - 01/29/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Naperville IL)
IL
09/01/2017 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (NAPERVILLE IL)
IL
02/01/2017 - 09/07/2017
THE HUNTINGTON INVESTMENT COMPANY (NAPERVILLE IL)
IL
07/10/2014 - 02/01/2017
LPL FINANCIAL LLC (WESTCHESTER IL)
IL
12/20/2012 - 07/07/2014
FIFTH THIRD SECURITIES, INC. (ELGIN IL)
IL
10/05/2009 - 12/20/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ST CHARLES IL)
IL
06/20/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ST. CHARLES IL)
IL
05/29/2007 - 07/02/2008
CITIGROUP GLOBAL MARKETS INC. (LOMBARD IL)
IL
05/21/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOMBARD IL)
NC
01/23/2003 - 05/18/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
10/22/2002 - 01/30/2003
IFMG SECURITIES, INC. (PURCHASE NY)
MN
04/26/1991 - 10/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/26/1991 - 10/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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