Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George Shedd is an active investment advisor representative registered with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 employees and 6,500 clients. Robert Shedd has been in the industry since 2010 and has experience in providing financial advice to members of First Tech Federal Credit Union. Robert Shedd has a strong track record of success and is committed to providing his clients with personalized financial planning and investment management services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
04/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
CO
02/23/2022 - 09/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)
CO
09/04/2019 - 02/18/2022
U.S. BANCORP INVESTMENTS, INC. (JOHNSTOWN CO)
CO
12/04/2013 - 09/05/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT COLLINS CO)
CO
09/26/2011 - 12/19/2013
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
12/02/2010 - 08/25/2011
EDWARD JONES (LOVELAND CO)
CO
10/12/2009 - 09/29/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (LOVELAND CO)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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