Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Shone is a financial advisor with Performance Trust Capital Partners, LLC. He is registered in Illinois and has been in the industry since October 16, 2018. Robert is a Series 7, 63, 79 and 87 licensed professional. He holds the SIE designation. Robert was previously affiliated with Raymond James & Associates, Inc. and Piper Sandler & Co. in Chicago, IL.
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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IL
01/12/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
09/20/2021 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
12/22/2017 - 08/10/2021
PIPER SANDLER & CO. (Chicago IL)
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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