Shari Vana Kinney

(CRD#: 2569690) Empowering Your Financial Future


I'm Investment Adviser with over 27 years of experience in the stock market and crypto

I specialize in building up investment portfolios with intelligent and consistent trading strategies.

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Who I Am

I’m Shari Vana Kinney (CRD#: 2569690), Investment Adviser with over 27 years of experience in the stock market and crypto.

I have passed 5 broker qualification examinations with 3 state licenses and I am fully accredited by FINRA and other top brokerage regulatory organizations.

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My Vision

As a investment Adviser, my vision is to educate and advocate for families, and to help them maintain a healthy level of financial confidence through different seasons of life.

I understand that financial decisions have a profound impact on your life and the lives of those around you.

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My Services

I provide advice about securities to my clients; In addition, managing investment portfolios and offer financial planning services.

Stock brokerage.
Investment advisor.
Financial consulting.
Risk management.
Digital assets trading.

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Educational Background



State Securities Law Exam


  • (IA) Series 66 - Uniform Combined State Law Examination - Oct 1, 2007.

  • Series 65 - Uniform Investment Adviser Law Examination - Dec 17, 1999.

  • Series 63 - Uniform Securities Agent State Law Examination - Feb 18, 1997.


General Industry/Products Exam


  • SIE - Securities Industry Essentials Examination - Oct 1,2018.

  • Series 7 - General Securities Representative Examination - May 13,1996.


License(s)



SRO Registrations


  • FINRA.
  • Louisiana.
  • North Carolina

Work Experience



2 FIRMS. (CRD#: 43814)


  • 2006 - Present (17 years).


RAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)


  • 2000 - 2006 (5 years)


FIRST UNION SECURITIES, INC. (CRD# 19616)


  • 2000 - 2000 (<1 year)


FIRST UNION BROKERAGE SERVICES. (CRD# 8112)


  • 1997 - 2000 (3 years)


SMITH BARNEY INC. (CRD# 7059)


  • 1996 - 1997 (1 year)


Why Choose Shari Vana Kinney

Testimonials

Shar Job

"Thank you, Mrs Shari Vana Kinney for your service, I was able to achieve my goals financially, they are honest and reliable which provide the best cloud mining services I ever witness."

Awesome David

"Glad that i have been able to experience breakthrough using with her tools. i just came back to say thank you from the bottom of my heart"

Vanilla JS

"I have tried lots of professionals but only got exceptional income trading with Mrs Shari Vana Kinney and now earning over $18,064 weekly with her."

Davis Dan

"I really love the intuitiveness and feel of Mrs Shari Vana Kinney. Been on with her for 3years now and i can say it's the best thing that has happened to me"