Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Shier is a financial professional with over 30 years of experience in the industry. He is currently registered with Cerity Partners LLC and has been active in the industry since 1991. Robert has experience working with individuals, families, and businesses. Robert has a Certified Financial Planner designation and specializes in providing financial planning services. He is also registered to provide investment advisory services in California and Texas. He has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/05/2012 - Present
Cerity Partners LLC (COSTA MESA CA)
CA
06/02/2006 - 11/06/2012
M HOLDINGS SECURITIES, INC. (IRVINE CA)
CA
10/12/2004 - 06/06/2006
TBG FINANCIAL (LOS ANGELES CA)
NY
12/09/1994 - 09/03/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
12/23/1991 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 05/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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