Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fitz? Claim Your ProfileFitz Gerald Robertson is a financial professional with over seven years of experience in the financial services industry. Currently, Fitz is a registered representative with KKR Capital Markets LLC. Previously, Fitz was associated with J.P. Morgan Institutional Investments Inc. and JPMorgan Distribution Services, Inc. Fitz holds Series 63, Series 7, and SIE licenses. Fitz is licensed to offer securities in all 50 states and the District of Columbia.
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
07/27/2022 - Present
KKR Capital Markets LLC (New York NY)
NY
07/05/2018 - 07/01/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
01/03/2011 - 04/01/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
08/20/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
BC
Issued 10/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Fitz Robertson is the right advisor for you? Invested Better is here to help.
