Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Witten is an investment advisor with over 20 years of experience in the industry. Robert is currently registered with J.p. Morgan Securities LLC, and has also worked for Chase Investment Services Corp., JPMorgan Distribution Services, Inc., BANC ONE SECURITIES CORPORATION, and The Huntington Investment Company. Robert holds a Series 66, Series 63, Series 53, Series 24, Series 52TO, SIE, and Series 7 license. Robert specializes in providing investment advice to corporations, individuals, insurance companies, charitable organizations, high net worth individuals, and pension and profit sharing plans.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
OH
03/04/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
01/25/2001 - 05/03/2007
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
08/17/2000 - 01/16/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
11/30/1999 - 08/04/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
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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