Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Shaughnessy is a financial advisor at U.S. Bancorp Investments, Inc. He has been in the financial industry since 2008, and his expertise spans various financial areas. Kevin holds multiple licenses and designations, including Series 6, 7, 63, and 65 licenses. His experience with U.S. Bancorp Investments, Inc., as well as previous experience with Wells Fargo Advisors, LLC, and Edward Jones, allows him to offer a wide range of financial services to clients. Kevin is committed to providing clients with personalized financial advice and guidance to help them 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
08/15/2019 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
MO
05/20/2015 - 07/11/2019
EDWARD JONES (ST. LOUIS MO)
MO
04/09/2012 - 06/08/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/23/2008 - 04/04/2012
METLIFE SECURITIES INC. (ST. LOUIS MO)
IA
Issued 10/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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