Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Lydon is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial industry since June 1994. Kevin works with individuals, families, businesses, and retirement plans. Kevin provides financial planning, asset allocation, investment management, and other financial services. Prior to joining Ameriprise, Kevin was employed by Morgan Stanley for eight years, Allstate Financial Services for six years, and Bank of America Investment Services for two years.
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
FL
09/08/2020 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
06/01/2012 - 09/09/2020
MORGAN STANLEY (CORAL SPRINGS FL)
FL
06/21/2006 - 06/01/2012
ALLSTATE FINANCIAL SERVICES, LLC (FT LAUDERDALE FL)
FL
10/20/2004 - 07/10/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
NY
03/18/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/02/1998 - 03/19/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
04/28/1997 - 08/28/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
03/04/1994 - 01/16/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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