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 Cambridge Investment Research Advisors, Inc., located in Cedar Falls, IA. Robert has been working in the financial industry since June 14, 1990. He is registered as an Investment Advisor Representative (IAR) in Iowa and Texas. Robert is a Series 6, 7, 24 and 63 licensed professional. He is also a licensed insurance agent and has experience in various areas of financial planning, including life, health, group benefits, long-term care, disability, critical illness, fixed annuity, dental, and vision insurance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
11/19/2015 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Falls IA)
IA
07/23/1999 - 12/03/2015
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR FALLS IA)
OH
02/12/1999 - 07/22/1999
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MN
04/12/1994 - 02/16/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/1994 - 02/16/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
05/30/1989 - 03/26/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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