Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kia? Claim Your ProfileKia J. Thomas is a financial professional with over 23 years of experience in the financial services industry. Kia is registered with Ameriprise Financial Services, LLC in Minneapolis, MN. Kia has previously been employed by AMERICAN ENTERPRISE INVESTMENT SERVICES INC. in Minneapolis, MN and IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Kia has passed the Series 6, 7, 24, and 63 exams. Kia holds an active registration in Minnesota and has a strong background in financial planning, portfolio management, and asset allocation services.
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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MN
04/21/1998 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
07/28/2010 - 10/20/2016
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
04/21/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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