Unclaimed
Larry Robinson is an investment advisor representative with J.p. Morgan Securities LLC, located in Cedar Hill, TX. Larry has been in the industry since 2002 and has a Series 7 and Series 63 license. Larry has also passed the Series 65 exam and holds an active IA license in the state of Texas. Prior to joining J.p. Morgan Securities LLC, Larry worked for CHASE INVESTMENT SERVICES CORP. and FIDELITY BROKERAGE SERVICES LLC. Larry's areas of specialization include: Portfolio management, Financial planning, Pension consulting, and Selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (CEDAR HILL TX)
TX
07/01/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
RI
08/03/2001 - 10/28/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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