Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kip? Claim Your ProfileKip Zebroski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kip has been in the financial services industry since 1998. Kip is registered with the state of Florida and holds the Series 6, Series 7, Series 63, Series 65 and Series 66 licenses. Kip has prior experience with Wells Fargo Clearing Services, LLC, Manulife Financial Securities LLC, Manulife Wood Logan, Inc. and CypressTree Funds Distributors, Inc. Kip is a Registered Representative of Wells Fargo Advisors Financial Network, LLC, a Registered Investment Advisor, and a member of SIPC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Jacksonville FL)
FL
02/21/2013 - 08/04/2023
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
MA
01/01/2002 - 06/03/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
10/29/1999 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
MA
10/26/1998 - 10/25/1999
CYPRESSTREE FUNDS DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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