linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin John Shine

Shine Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin John Shine

Kevin Shine is a financial advisor with Shine Financial Services, LLC, based in Brookfield, CT. Kevin has been in the industry for 25 years, specializing in financial planning, investment advisory services, and consulting services. He has extensive experience working with individuals, high-net-worth individuals, and pooled investment vehicles.

Firm Information

Kevin Shine is currently registered with Shine Financial Services, LLC. Shine Financial Services, LLC is an investment advisor headquartered in [Main Office]. The firm provides portfolio management for individuals, pooled investment vehicles, and other investment advisers. They also offer consulting services. They have $23.5 million in regulatory assets under management and serve 8 clients, including 6 high-net-worth individuals and 2 individuals other than high-net-worth.

$23.50M

Assets Under Management

Not reported

Total Clients

1

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Third party and sub advisory referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Shine’s Registration & Firm History

CT

08/13/2007 - Present

Shine Financial Services, LLC (Brookfield CT)

CT

07/23/2003 - 08/03/2007

NORTHEAST SECURITIES, INC. (SOUTHPORT CT)

NY

06/29/1998 - 12/20/2002

UBS WARBURG LLC (NEW YORK NY)

CT

09/02/1997 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

NY

06/03/1996 - 09/02/1997

SBC WARBURG, INC. (NEW YORK NY)

NY

05/28/1996 - 06/03/1996

S.G. WARBURG & CO. INC. (NEW YORK NY)

Not sure if Kevin John Shine is right for you?

Licenses & Designations

IA

Issued 03/08/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin John Shine.
Not sure if Kevin John Shine is right for you?