Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wayne Taylor is a financial advisor with over 30 years of experience in the industry. Kevin has held positions with a number of firms including Oppenheimer & Co. Inc., H&R Block Financial Advisors, Inc. and U.S. Bancorp Piper Jaffray Inc. Kevin is currently registered with Ameriprise Financial Services, LLC. Kevin is a Series 7, 63 and 65 licensed professional. Kevin's areas of expertise include financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses. Kevin is also a licensed insurance agent.
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
KS
10/28/2024 - Present
Ameriprise Financial Services, LLC (Overland Park KS)
KS
01/18/2012 - 01/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
06/13/2008 - 02/02/2012
OPPENHEIMER & CO. INC. (LEAWOOD KS)
KS
12/15/2003 - 06/18/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
MN
08/18/2000 - 12/18/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
05/11/1998 - 09/28/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
07/28/1997 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NJ
07/18/1994 - 08/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/14/1990 - 07/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
10/23/1989 - 08/02/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
11/10/1988 - 10/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/24/1988 - 07/23/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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