Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Shattuck is a financial advisor at Thrivent Investment Management Inc. He has been in the financial services industry since October 17, 2022. Robert is registered with FINRA and the state of Wisconsin. He holds the Series 7, 63 and 66 licenses, as well as the SIE designation. He has experience providing financial planning and portfolio management services to individuals and businesses. Robert is based in Berlin, Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
01/09/2023 - Present
Thrivent Investment Management Inc. (BERLIN WI)
BOTH
Issued 01/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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