Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Lynn Shipe is an investment advisor representative with The Wealth Consulting Group. Darlene has been working in the financial industry since February 1995. Darlene holds Series 63, 65, 7, and SIE licenses. Darlene has worked for several firms in the past, including Securities Service Network, Inc., IBC Investments, Capital West Securities, Inc., BANC ONE SECURITIES CORPORATION, Raymond James Financial Services, Inc., LOCAL SECURITIES CORPORATION, NATIONSBANC INVESTMENTS, INC., NATIONSSECURITIES, and BOATMEN'S INVESTMENT SERVICES, INC. Darlene is currently registered in Arkansas, Colorado, Florida, Missouri, Oklahoma, Texas, and Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
NV
07/19/2021 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
OK
05/02/2011 - 11/15/2013
SECURITIES SERVICE NETWORK, INC. (EDMOND OK)
OK
09/01/2004 - 05/02/2011
IBC INVESTMENTS (MIDWEST CITY OK)
OK
08/07/2002 - 09/01/2004
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
IL
05/29/2002 - 08/07/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
07/16/2001 - 03/08/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OK
01/05/1999 - 08/09/2001
LOCAL SECURITIES CORPORATION (OKLAHOMA CITY OK)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
11/16/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 05/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Darlene Shipe is the right advisor for you? Invested Better is here to help.
