Unclaimed
Robert A. Amaro is a financial professional with over 20 years of experience in the securities industry. Robert is currently registered with J.p. Morgan Securities LLC and is licensed in 53 states and jurisdictions. Robert holds Series 7, 79TO, and SIE licenses. Prior to joining J.p. Morgan Securities LLC, Robert was employed by CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Robert's experience and knowledge make him a valuable resource for clients seeking investment advice and financial planning.
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
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2
CA
05/13/2023 - Present
J.p. Morgan Securities LLC (Woodland Hills CA)
CA
05/29/2007 - 08/14/2008
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
CA
10/18/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (FRESNO CA)
CA
01/28/2002 - 11/15/2002
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
BC
Issued 06/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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