Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Santello is an active investment advisor representative with J.P. Morgan Securities LLC based in BOCA RATON, Florida. Robert has been in the industry since 2007. Robert has passed the Series 7, Series 31, and Series 66 exams and the SIE. Robert has been registered with the state of Texas since 2020. Before joining J.P. Morgan Securities LLC, Robert worked at PNC INVESTMENTS in DELRAY BEACH, Florida, NATCITY INVESTMENTS, INC. in WELLINGTON, Florida, and MORGAN STANLEY & CO., INCORPORATED in W. PALM BEACH, Florida.
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
FL
05/15/2020 - Present
J.p. Morgan Securities LLC (BOCA RATON FL)
FL
11/13/2009 - 09/23/2013
PNC INVESTMENTS (DELRAY BEACH FL)
FL
08/19/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (WELLINGTON FL)
FL
06/07/2007 - 02/12/2008
MORGAN STANLEY & CO., INCORPORATED (W. PALM BEACH FL)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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