Robert ShayeCRD Number: 6719024
Current Firm: Fireside Finances
Robert Shaye (CRD# 6719024) is an Investment Advisor Representative working at Fireside Finances in Alameda, CA and has 1 year of experience in the finance industry. Robert Shaye has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Us Coast Guard Academy||New London, CT||Aug 2019 - Current||2|
|Fireside Finances, LLC||Alameda, CA||Aug 2018 - Current||3|
|United States Coast Guard Reserve||Seattle, WA||Jul 2017 - Current||4|
|Futureadvisor, Inc.||San Francisco, CA||Feb 2015 - May 2018||3|
|United States Coast Guard||Washington, DC||May 2004 - Feb 2015||10|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Financial planning services
- Educational seminars/workshops
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