Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Shevlin is an experienced financial professional with over 20 years in the industry. Robert currently works at Merrill Lynch, Pierce, Fenner & Smith Inc., where Robert has been employed since November 2022. Robert has extensive experience in the financial services industry, having previously worked for Princor Financial Services Corporation, InterSecurities, Inc. and Locust Street Securities, Inc. Robert has a broad range of experience in the financial services industry, including investment advisory, financial planning, and portfolio management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/18/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
07/03/2008 - 11/02/2009
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
FL
06/13/2003 - 11/01/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
08/07/2002 - 03/19/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Shevlin is the right advisor for you? Invested Better is here to help.
