Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dong Shin is a financial professional with over two decades of experience in the financial services industry. Robert is currently registered with Hamilton Lane Securities LLC and holds Series 7, 63, 14, and SIE licenses. Robert has held previous positions at Blackrock Investments, Inc., Banc of America Securities LLC, Morgan Stanley & Co., Incorporated, Neuberger & Berman Management Incorporated and Investors Associates, Inc. Robert is a dedicated professional committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
PA
08/25/2023 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
NY
10/03/2001 - 06/13/2003
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
08/04/1998 - 11/08/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/17/1997 - 08/08/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
02/09/1996 - 03/18/1997
NEUBERGER & BERMAN MANAGEMENT INCORPORATED (NEW YORK NY)
NJ
12/12/1995 - 02/23/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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