Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lentini is a financial advisor with Ameriprise Financial Services, LLC, located in Scottsdale, AZ. Kevin has over 20 years of experience in the financial services industry. Kevin has passed the Series 66, Series 7, and SIE exams. Kevin also holds the Certified Financial Planner designation. Kevin is registered to provide investment advice in 32 states and is licensed in 30 states. In addition to being a registered representative with Ameriprise Financial Services, LLC, Kevin is also the owner of a non-investment related business. Kevin is dedicated to providing his clients with personalized financial advice and guidance.
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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AZ
03/18/2022 - Present
Ameriprise Financial Services, LLC (Scottsdale AZ)
AZ
05/09/2008 - 03/22/2022
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
09/24/2001 - 05/29/2008
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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