Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Shoji is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1983, and holds the Series 63, Series 2, and Series 6 licenses. Robert is registered to provide advisory services in California, Idaho, Oregon, and Washington. He is also a notary public and owns Shoji Financial Group LLC. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
MILWAUKIE, OR
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (MILWAUKIE OR)
OR
06/13/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (MILWAUKIE OR)
UT
01/05/1999 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
CT
08/13/1991 - 12/31/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
VT
10/04/1983 - 07/01/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 1/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 10/3/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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