Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shelton is a registered investment advisor representative with J.W. Cole Advisors, Inc. Robert has been in the industry since 2005 and has a diverse background in financial services. Robert holds Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor Representative license. Robert is a dedicated professional committed to 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.
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.
Hourly & fixed rate consulting
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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2
UT
02/11/2021 - Present
J. W. Cole Advisors, Inc. (American Fork UT)
UT
02/06/2008 - 02/10/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (American Fork UT)
UT
11/20/2006 - 02/01/2008
INDEPENDENT FINANCIAL GROUP, LLC (OREM UT)
UT
01/11/2006 - 11/27/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PROVO UT)
UT
03/08/2005 - 01/13/2006
WORLD GROUP SECURITIES, INC. (OREM UT)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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