Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shaw is a financial advisor with Mycio Wealth Partners, LLC. Robert has been in the industry since 1994 and has experience in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Robert holds the Series 6, 7, 63, and 65 licenses as well as the Certified Financial Planner™ and Chartered Financial Analyst® designations. Robert is committed to providing personalized and comprehensive financial advice 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.
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.
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
PA
12/04/2015 - Present
Mycio Wealth Partners, LLC (PHILADELPHIA PA)
PA
10/21/1999 - 03/01/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
VT
09/08/1997 - 10/21/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
CA
09/18/1996 - 09/20/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
VT
01/21/1994 - 08/09/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 08/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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