Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Shaner is a financial advisor who has been in the industry since August 28, 1997. Robert is currently registered with Cambridge Investment Research, Inc. and is located in Wyomissing, Pennsylvania. Robert is also licensed in Pennsylvania, New Jersey, Oregon, Florida, and Virginia. Robert holds a Series 6 and Series 63 license. Robert previously worked at AVANTAX INVESTMENT SERVICES, INC.
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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2
PA
09/01/2022 - Present
Cambridge Investment Research, Inc. (Wyomissing PA)
PA
08/29/1997 - 09/09/2022
AVANTAX INVESTMENT SERVICES, INC. (Wyomissing PA)
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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