Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Roy Whitten is a financial advisor with over 18 years of experience in the financial industry. Kevin is registered with Ameriprise Financial Services, LLC, and has a Series 66, Series 7, and SIE license. He is also a Certified Financial Planner™ and a Chartered Financial Consultant. Kevin has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He provides a wide range of financial services, including financial planning, investment management, and retirement planning. Kevin is committed to helping clients achieve their financial goals.
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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CA
04/20/2021 - Present
Ameriprise Financial Services, LLC (CALABASAS CA)
CA
09/29/2009 - 12/08/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (PASADENA CA)
CA
11/24/2004 - 09/18/2009
AMERIPRISE FINANCIAL SERVICES, INC. (GLENDALE CA)
MN
11/24/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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