Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shank is a financial professional registered with Mutual of America Securities LLC in Tarrytown, New York. Robert has been in the securities industry since February 2022. Robert holds Series 6, 63, 99 and SIE licenses and is registered in New York.
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.
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.
1
2
NY
02/10/2022 - Present
Mutual OF America Securities LLC (TARRYTOWN NY)
BC
Issued 05/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Shank is the right advisor for you? Invested Better is here to help.
