Kimberly R. Shappee
Ubs Financial Services Inc.
Financial Planner in Missoula, MT
Address:100 Railroad St W, Ste 103
Missoula, MT 59802
About Kimberly R. Shappee
Kimberly Shappee is a financial professional at Ubs Financial Services Inc. located in Missoula, Montana. Kimberly Shappee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kimberly Shappee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kimberly Shappee100 Railroad St W, Ste 103
Missoula, MT 59802
Phone Number:
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Website:
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