Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin R. Shipp is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Kevin has been in the industry since September 2006 and holds Series 7, 63, and 66 licenses. Kevin is registered with the Securities and Exchange Commission (SEC) and has an active investment advisor license. Kevin has a wide range of experience in providing financial advice to individuals and families, including retirement planning, investment management, and college savings. Kevin provides financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses. Kevin is committed to providing clients with personalized financial advice to help them reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 01/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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