Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Kinney is a financial advisor with Stifel, Nicolaus & Company, Inc. Shawn has been in the industry since 2001 and has worked with firms such as Ameriprise Financial Services, LLC, Edward Jones and Wells Fargo Advisors Financial Network, LLC. Shawn holds several licenses and designations including the Series 7, 63, 66, 9, 10 and 24 licenses, and is a Certified Financial Planner. Shawn specializes in providing financial planning services for individuals and families as well as investment management services for businesses. Shawn has offices in Fort Myers, Florida and St. Joseph, Michigan.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/2024 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
11/03/2023 - 02/22/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Fort Myers FL)
FL
05/25/2018 - 11/08/2023
EDWARD JONES (ST JAMES CITY FL)
MI
06/03/2013 - 05/31/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. JOSEPH MI)
MI
08/04/2006 - 06/17/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. JOSEPH MI)
MI
03/14/2001 - 08/21/2006
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MI)
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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