Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerby? Claim Your ProfileKerby J Shupp is a financial professional with over 6 years of experience in the financial industry. Kerby is registered with the state of Ohio and holds Series 6, Series 26, and Series 63 licenses. Kerby is currently affiliated with W&S Brokerage Services, Inc., a firm with over 70 years of experience in the financial industry. W&S Brokerage Services, Inc. is a well-established firm, with a long history of providing financial services to individuals and businesses. Kerby is committed to providing clients with the highest level of service and expertise, and is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/15/2016 - Present
W&S Brokerage Services, Inc. (AKRON OH)
BC
Issued 03/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kerby Shupp is the right advisor for you? Invested Better is here to help.
