Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Lipp is a financial advisor at Fidelity Personal And Workplace Advisors. Shannon has been in the industry since 2008. Shannon is registered with the state of Michigan and Texas. Shannon is Series 66 and Series 7 licensed. Shannon previously worked at HD Vest Investment Services, Scottrade, Inc., PNC Investments, Farmers Financial Solutions, LLC, TD Ameritrade, Inc., E*TRADE SECURITIES LLC, Comerica Securities and New England Securities.
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.
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2
KY
08/26/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MI
10/06/2015 - 04/29/2019
HD VEST INVESTMENT SERVICES (White Lake MI)
MI
03/20/2014 - 09/22/2015
SCOTTRADE, INC. (ANN ARBOR MI)
MI
03/13/2013 - 03/24/2014
H.D. VEST INVESTMENT SERVICES (WHITE LAKE MI)
MI
12/07/2012 - 02/01/2013
PNC INVESTMENTS (COMMERCE TWP. MI)
MI
05/01/2012 - 10/30/2012
FARMERS FINANCIAL SOLUTIONS, LLC (WHITE LAKE MI)
MI
10/16/2009 - 03/30/2011
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
10/17/2007 - 10/26/2009
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
03/11/2005 - 02/21/2006
COMERICA SECURITIES (REDFORD MI)
NY
10/02/2002 - 10/27/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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