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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olin? Claim Your ProfileOlin Kees is a financial advisor registered with Ameriprise Financial Services, LLC. Olin Kees has been in the industry since 1974 and has a broad range of experience with various financial products and services. Olin is registered with the state of Florida and Tennessee. Olin has been associated with Ameriprise Financial Services, Inc. since 1992 and has been registered with Ameriprise Financial Services, LLC since 2020. Olin has a strong track record of providing clients with personalized financial advice.
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
FL
03/20/2015 - Present
Ameriprise Financial Services, LLC (SARASOTA FL)
TN
04/08/1992 - 10/03/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN TN)
MN
04/08/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
07/25/1989 - 04/03/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
05/04/1988 - 07/29/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/06/1987 - 05/17/1988
TRANSAMERICA SECURITIES SALES CORPORATION
NA
05/08/1986 - 05/13/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
05/15/1986 - 09/11/1986
GARCO EQUITY SALES, INC.
NA
06/16/1978 - 05/15/1986
VOYAGER SECURITIES, INC.
NA
04/03/1972 - 11/06/1976
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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