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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Shields is a financial advisor with over 40 years of experience in the industry. Robert Michael Shields is a Registered Representative (RR) and Investment Advisor Representative (IAR) and holds the Series 63, Series 65, and Series 7 licenses, as well as the SIE. Robert Michael Shields is a Certified Financial Planner (CFP®) and is registered in 11 states including Colorado, Florida, Massachusetts, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia. Robert Michael Shields is currently employed at LPL Financial LLC and is located in Seven Fields, Pennsylvania.
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.
1
2
PA
07/02/2018 - Present
LPL Financial LLC (SEVEN FIELDS PA)
PA
03/21/1979 - 07/03/2018
WADDELL & REED (PITTSBURGH PA)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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