Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kinsey? Claim Your ProfileKinsey Chadick is a financial advisor currently registered with Ameriprise Financial Services, LLC. Kinsey has been working in the financial services industry since June 16, 2014. Kinsey has a variety of experience working with different clients and has been registered with numerous firms throughout her career. Kinsey holds licenses for both securities and investment advisory services. Ameriprise Financial Services, LLC is a large financial firm with approximately $479 billion in regulatory assets under management. Kinsey is based in the Sugar Land, TX office.
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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TX
02/14/2023 - Present
Ameriprise Financial Services, LLC (SUGAR LAND TX)
TX
01/26/2021 - 06/16/2022
LPL FINANCIAL LLC (TROPHY CLUB TX)
TX
01/28/2016 - 01/26/2021
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (Trophy Club TX)
CA
09/15/2015 - 12/18/2015
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
TX
12/09/2013 - 05/20/2015
SWS FINANCIAL SERVICES, INC. (SOUTHLAKE TX)
TX
11/04/2010 - 12/08/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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