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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 McNeely is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial services industry since 2012. Kevin is a Series 7, 9, 10, 24, 63 and 65 licensed professional. Kevin offers a wide range of services to clients including financial planning, asset allocation, pension consulting, educational seminars and portfolio management for individuals and businesses. Kevin has a strong record of success in helping clients achieve their financial goals. Prior to joining Ameriprise, Kevin worked at Morgan Stanley and Morgan Stanley Smith Barney LLC.
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
MN
06/29/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
12/19/2013 - 06/09/2017
MORGAN STANLEY (WAYZATA MN)
MN
05/02/2012 - 12/11/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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