Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Shannon is a financial advisor with over 15 years of experience in the industry. Robert is registered to provide investment advice in 15 states including New Jersey, Texas, New York, Florida, and California. Robert is affiliated with LPL Financial LLC and has held previous positions at PNC Investments, HSBC Securities (USA) INC., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert also provides consulting services to a number of clients.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
09/09/2019 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
11/14/2013 - 09/06/2019
PNC INVESTMENTS (MCAFEE NJ)
NJ
04/20/2010 - 11/12/2013
HSBC SECURITIES (USA) INC. (RAMSEY NJ)
NJ
01/26/2005 - 04/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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