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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 Patrick Cotherman is an investment advisor representative at Ameriprise Financial Services, LLC. Kevin has over 11 years of experience in the financial services industry. Kevin is licensed to sell securities in 38 states and the District of Columbia. Kevin specializes in investment advisory services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kevin is a registered representative with FINRA and is also registered with the Securities and Exchange Commission. Kevin has a Series 6, Series 7, and Series 63 license, as well as a Series 65 license.
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
MD
01/20/2021 - Present
Ameriprise Financial Services, LLC (Annapolis MD)
MD
08/19/2015 - 09/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
MD
03/14/2013 - 07/23/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 10/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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