Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shohet is a financial advisor with over 30 years of experience in the industry. Robert has a strong background in financial planning, portfolio management, and insurance. He has been a registered investment advisor in Connecticut since 1998. Robert holds Series 4, 7, 24, 27, 63 and 65 licenses and is also a Chartered Financial Consultant. Robert currently works at RLS Financial Group, Inc. and has previously worked at Great American Advisors, Inc., PMG Securities Corporation, Guardian Investor Services Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. He is a financial consultant serving individuals, high-net-worth individuals, pension plans, and other businesses. Robert's experience and qualifications are a valuable asset to his 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Fee based 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
11/02/1998 - Present
RLS Financial Group, Inc. (NEWTOWN CT)
CT
02/15/2005 - 10/06/2009
GREAT AMERICAN ADVISORS, INC. (NEWTOWN CT)
IL
02/07/1995 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
NY
09/15/1993 - 02/07/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
06/07/1991 - 09/15/1993
PMG SECURITIES CORPORATION (ELGIN IL)
MN
12/18/1990 - 05/14/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/18/1990 - 05/14/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/20/1985 - 12/18/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 02/07/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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