Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Kost is a financial advisor with Money Concepts Capital Corp. Shawn has been in the industry for over 20 years and has experience with a variety of clients, including individuals, families, businesses, and retirement plans. Shawn is registered with the state of Indiana, as well as with the state of Florida, Kentucky, and Ohio. Shawn has a proven track record of success in helping clients achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
10/30/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
KY
04/03/2017 - 10/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IN
01/20/2017 - 03/01/2017
EDWARD JONES (JEFFERSONVILLE IN)
IN
12/14/2016 - 01/24/2017
AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)
IN
08/10/2011 - 12/17/2014
PNC INVESTMENTS (NEW ALBANY IN)
KY
07/06/2005 - 08/02/2011
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)
IL
05/07/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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