Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nicastro is an investment advisor representative with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Robert has been in the financial services industry since 2012. Robert has a Series 6, 7, 63 and 65 licenses and is registered to provide investment advice in 53 states and the District of Columbia. Robert's experience includes working at Citigroup Global Markets Inc., Santander Securities LLC, MetLife Securities Inc., and First Republic Securities Company, LLC.
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
10/12/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/12/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
03/21/2016 - 03/18/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/30/2013 - 03/23/2016
SANTANDER SECURITIES LLC (JACKSON HEIGHTS NY)
NY
01/10/2012 - 12/17/2012
METLIFE SECURITIES INC. (ROSLYN NY)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts 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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