Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Berkus is a financial professional with over 12 years of experience in the securities industry. Robert is currently a registered representative with J.P. Morgan Securities LLC, and has been with the firm since August 30, 2010. He holds Series 63, Series 79, Series 24, and SIE licenses. Robert has worked with clients across the United States and has a diverse range of experience.
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
08/30/2010 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 08/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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