Unclaimed
Cameron Iarrobino is an Investment Advisor Representative at SHP Wealth Management, LLC, a firm based in Plymouth, MA. Cameron has been in the financial services industry since 2017. Cameron is registered to provide investment advice in Massachusetts. Cameron holds a Series 65 license and the SIE. Cameron previously worked at Beck Bode Wealth Management, LLC and TwinFocus Capital Partners, LLC. Cameron specializes in financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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MA
07/14/2023 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
IA
Issued 02/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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