Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Shiner is a financial advisor with over 20 years of experience in the financial industry. Robert is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Robert was with Sagepoint Financial, Inc. and The O.N. Equity Sales Company. Robert is also registered as an Investment Advisor Representative in Florida, Michigan, North Carolina, and Ohio. Robert's areas of specialization include financial planning, portfolio management, and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
09/01/2023 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
08/30/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING HEIGHTS MI)
MI
08/13/2015 - 09/05/2018
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
03/20/2003 - 08/25/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Sterling Heights MI)
IA
Issued 08/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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