Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Clark is a financial advisor registered with Ameriprise Financial Services, LLC. Kevin has been in the financial services industry since 2012. Kevin is licensed in 14 states, including Ohio, Texas, California, Colorado, Florida, Indiana, Kentucky, Michigan, Missouri, North Carolina, Tennessee, and Texas. Kevin has experience working with clients of all types, including high-net-worth individuals, corporations, and trusts. Kevin provides a variety of financial services, including financial planning, investment management, and asset allocation.
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
OH
02/09/2018 - Present
Ameriprise Financial Services, LLC (WORTHINGTON OH)
OH
10/08/2014 - 02/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUBLIN OH)
KY
07/10/2012 - 05/28/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 11/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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