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Yvonne L Shanklin

Moors & Cabot, Inc.

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About Yvonne L Shanklin

Yvonne L Shanklin is an investment advisor representative with Moors & Cabot, Inc. Yvonne has been in the financial industry since August 4, 2009. Yvonne has a Series 66 license and has passed the SIE and Series 7 exams. Yvonne previously worked at Edward Jones from July 20, 2009, to March 19, 2018. Yvonne specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Yvonne Shanklin is currently registered with Moors & Cabot, Inc.. Moors & Cabot, Inc. is a corporation that provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They have been in business since 1978 and have offices in Boston, MA. They have over 200 employees and manage over $3 billion in assets. The firm is registered with the SEC and in all 50 states. They also participate in wrap fee programs.
Moors & Cabot, Inc.

ONE FEDERAL STREET

BOSTON, MA 02110

$3.09B

Assets Under Management

15

Total Clients

97

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yvonne Shanklin’s Registration & Firm History

FL

06/20/2018 - Present

Moors & Cabot, Inc. (Crestview FL)

FL

07/20/2009 - 03/19/2018

EDWARD JONES (CRESTVIEW FL)

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Licenses & Designations

BOTH

Issued 07/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Yvonne L Shanklin. Review regulatory record here.
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