Rob Shedd
- Role
- Financial Advisor at Addison Avenue Investment Services
- Location
- Loveland, CO, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Addison Avenue Investment Services
Sep 2022 — Present
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Technology Federal Credit Union or Addison Avenue Investment Services. Investment advisory services offered through Raymond James Financial Services Advisors. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Skills
- Estate Planning
- Investments
- Bonds
- Investment Advisory
- Investment Management
- Portfolio Management
- Wealth Management
- Investment Strategies
- Series 63
- Roth Ira
- Series 6
- 401k
- Strategic Financial Planning
- Securities
- Business Planning
- Iras
- Retirement Planning
- Finance
- Long-Term Care
- Etfs
- Financial Services
- Financial Planning
- Disability Insurance
- Health Insurance
- Life Insurance
- 401k Rollovers
- Small Business
- 401(K) Education
- Employee Benefits
- Series 66
- Budgeting
- Fixed Annuities
- Asset Management
- Asset Allocation
- Series 7
- College Savings Plans
- Annuities
- Mutual Funds
- Finra
- Budgets
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