Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kellogg has been in the financial services industry since 1985. Kevin is a registered representative with Ameriprise Financial Services, LLC. Kevin specializes in providing financial advice and services to individuals, families, and businesses. Kevin holds the Series 6, 7, 22, 63, and 65 licenses, as well as the SIE exam. Kevin is also a Certified Financial Planner.
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
CA
05/21/2014 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
11/30/2007 - 11/02/2010
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
07/12/1999 - 12/03/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
CA
07/13/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
04/21/1994 - 07/09/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
12/13/1993 - 12/31/1994
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NY
01/05/1993 - 10/29/1993
GRANT BETTINGEN, INC. (NEW YORK NY)
AZ
04/19/1991 - 06/25/1991
SPELMAN & CO., INC. (PHOENIX AZ)
IL
09/12/1990 - 04/09/1991
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
11/26/1985 - 05/20/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
02/19/1988 - 05/19/1988
GAF FINANCIAL AND INSURANCE SERVICES
NA
01/07/1986 - 08/15/1987
GAF FINANCIAL AND INSURANCE SERVICES
NA
08/02/1983 - 12/06/1985
STATE BOND SALES CORPORATION
NA
08/12/1982 - 07/01/1983
PETERSON, DIEHL & COMPANY, INC.
NA
12/22/1980 - 04/02/1982
AMERICAN GROWTH FUND SPONSORS, INC.
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/18/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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