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Kevin F Shipley

J.w. Cole Financial, Inc.

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About Kevin F Shipley

Kevin F. Shipley is a financial advisor with J.w. Cole Financial, Inc. located in Maitland, FL. Kevin has been in the financial services industry since May 2006. Kevin has passed the Series 7, Series 63, and SIE exams. Kevin is currently registered to sell securities in California, Florida, Massachusetts, New Jersey, New York, and Virginia.

Firm Information

Kevin Shipley is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Shipley’s Registration & Firm History

FL

04/01/2024 - Present

J.w. Cole Financial, Inc. (Maitland FL)

NJ

12/19/2005 - 10/24/2023

HENNION & WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 02/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin F Shipley. Review regulatory record here.
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