Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Shaw is a financial advisor with over 13 years of experience in the financial industry. Robert currently works for Lincoln Investment and Capital Analysts. Robert is a registered representative in the state of Indiana and is also registered as an Investment Advisor Representative.
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.
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.
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2
IN
06/01/2012 - Present
Lincoln Investment (Carmel IN)
IN
09/07/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (INDIANAPOLIS IN)
NY
06/11/2009 - 11/23/2010
LANGDON SHAW SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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