Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shulman is an investment advisor representative currently registered with Janney Montgomery Scott LLC, a firm that manages approximately $1 billion - $10 billion in assets. Robert Shulman is licensed in 20 states and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. Robert Shulman started his career in the investment industry in 1986 and has held previous positions with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Wheat, First Securities, Inc. and Butcher & Singer 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.
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.
Fee plus commission
1
2
NJ
07/24/2018 - Present
Janney Montgomery Scott LLC (Mt. Laurel NJ)
NJ
02/21/2006 - 02/09/2009
CITIGROUP GLOBAL MARKETS INC. (MARLTON NJ)
MD
11/15/1991 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
01/01/1991 - 11/20/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/21/1986 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 07/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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