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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Shutte is a financial advisor currently registered with Cetera Investment Advisers LLC. Robert Shutte has been a financial advisor for over 40 years. Robert Shutte's experience includes working with several firms including LPL Financial LLC, United Securities Alliance, Inc., FSC Securities Corporation and Financial Network Investment Corporation. Robert Shutte is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Robert Shutte is also registered with the following firms: Chris Securities Inc, PSI Securities Corporation, Focus Securities, Inc, Thomson McKinnon Securities Inc, BNL Securities Inc and Independent Financial Planners Corporation.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALLENTOWN PA)
PA
02/28/2007 - 07/03/2018
LPL FINANCIAL LLC (EASTON PA)
PA
04/25/2003 - 02/28/2007
UNITED SECURITIES ALLIANCE, INC. (EASTON PA)
GA
12/22/1998 - 04/28/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
01/01/1992 - 12/22/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/29/1991 - 01/01/1992
CHRIS SECURITIES INC.
CA
08/13/1985 - 08/24/1990
PSI SECURITIES CORPORATION (GLENDALE CA)
NA
09/27/1984 - 09/09/1985
FOCUS SECURITIES, INC.
NA
06/27/1983 - 08/10/1984
THOMSON MCKINNON SECURITIES INC.
NA
10/25/1982 - 06/06/1983
BNL SECURITIES INC.
NA
08/20/1982 - 12/08/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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