Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Shepherd is a financial professional with over 15 years of experience in the industry. Robert is currently registered with LPL Financial LLC and is located in PRESTONSBURG, KY. Robert has a strong background in securities, having held previous positions at Ameriprise Financial Services, Inc., Investment Professionals, Inc. and Edward Jones. Robert is licensed to provide investment advice and services in Alabama, Florida, Indiana, Kentucky, North Carolina, Tennessee, Virginia and West Virginia. Robert is committed to providing personalized financial advice and guidance to help 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.
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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KY
08/12/2019 - Present
LPL Financial LLC (PRESTONSBURG KY)
KY
09/11/2018 - 05/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Prestonsburg KY)
KY
04/02/2018 - 09/11/2018
INVESTMENT PROFESSIONALS, INC. (PRESTONBURG KY)
KY
07/26/2006 - 01/05/2018
EDWARD JONES (PRESTONSBURG KY)
BC
Issued 09/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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