Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Kimball is an investment advisor representative with Kestra Advisory Services, LLC. Shaun has been in the industry since 2002 and has experience with a variety of firms, including LPL Financial, Edward Jones, and MetLife Securities Inc. Shaun specializes in a variety of investment strategies, including retirement planning, college savings, and estate planning. Shaun is registered to provide investment advice in multiple states, including New York, Texas, Florida, and Pennsylvania.
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.
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
NY
02/13/2025 - Present
Kestra Advisory Services, LLC (Clay NY)
NY
06/23/2010 - 02/19/2015
LPL FINANCIAL LLC (SYRACUSE NY)
MO
04/23/2010 - 06/07/2010
EDWARD JONES (ST. LOUIS MO)
MA
03/17/2000 - 05/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/17/2000 - 05/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/24/1998 - 02/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
06/26/1996 - 10/09/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
08/03/1990 - 03/27/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/03/1990 - 03/27/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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