Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelagh? Claim Your ProfileShelagh Kinahan is a registered representative with Moors & Cabot, Inc. Shelagh has been in the financial services industry since December 7, 1998. Prior to joining Moors & Cabot, Inc., Shelagh worked for Stifel, Nicolaus & Company, Incorporated, Robert W. Baird & Co. Incorporated, and McDonald Investments Inc. Shelagh holds the Series 7, Series 24 and Series 66 securities licenses. Shelagh specializes in investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/28/2018 - Present
Moors & Cabot, Inc. (NAPLES FL)
FL
11/13/2008 - 11/16/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NAPLES FL)
FL
02/13/2006 - 11/14/2008
ROBERT W. BAIRD & CO. INCORPORATED (NAPLES FL)
OH
12/02/1998 - 02/06/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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