Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert S. Shapiro is a financial advisor currently registered with LPL Financial LLC. Robert has been active in the financial services industry since September 28, 1986. Robert is also registered with the Investment Advisor Association (IA). Prior to joining LPL Financial LLC, Robert worked for THE INVESTMENT CENTER, INC. and J. SHAPIRO CO. Robert has passed a number of industry exams including the Series 63, Series 66, Series 7, Series 24, and the Securities Industry Essentials Examination. Robert holds a number of licenses including registrations in California, Florida, New Jersey, New York, Pennsylvania, and Virginia.
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
NJ
01/03/2011 - Present
LPL Financial LLC (WHIPPANY NJ)
NJ
05/10/2001 - 12/31/2010
THE INVESTMENT CENTER, INC. (SPRINGFIELD NJ)
NJ
03/11/1987 - 05/02/2001
J. SHAPIRO CO. (BAYONNE NJ)
NA
08/19/1986 - 02/06/1987
GIBRALTAR SECURITIES CO.
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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