Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Raul kalani Shipe is an Investment Adviser Representative with Cetera Investment Advisers LLC. Robert has been in the financial services industry for over 10 years. Robert is registered with the state of California and Texas as an Investment Adviser Representative and is also registered with FINRA as a General Securities Representative. Robert has earned his Series 66 and Series 7 licenses, as well as the Securities Industry Essentials (SIE) Exam. Robert is also a licensed insurance agent and is a partner in Absolute Janitorial LLC, a janitorial services business. Robert has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Robert focuses on providing financial planning, portfolio management, and other advisory services to clients.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SAN LUIS OBISPO CA)
CA
04/05/2011 - 08/03/2021
EDWARD JONES (SAN LUIS OBISPO CA)
BOTH
Issued 04/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Shipe is the right advisor for you? Invested Better is here to help.
