Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Pfeffer is a financial advisor with Ameriprise Financial Services, LLC. Kevin is based in Minneapolis, MN and holds a Series 7, Series 63, and Series 65 license. Kevin has been in the financial services industry for over 7 years. Prior to joining Ameriprise, Kevin worked at FEF Distributors, LLC and AXA Distributors, LLC. Kevin is an experienced financial advisor with a broad range of knowledge and expertise. Kevin specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
MN
01/31/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
NY
03/25/2019 - 11/08/2022
FEF DISTRIBUTORS, LLC (NEW YORK NY)
NJ
12/14/2016 - 02/28/2019
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
NJ
09/29/2016 - 12/09/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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