Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barcenas is an investment advisor representative with J.P. Morgan Securities LLC and has over 13 years of experience in the financial services industry. Robert has been registered with the state of Illinois since 2022, and the state of Texas since 2022. Robert also holds the following FINRA licenses: Series 6, Series 7, Series 63, Series 66, and the SIE Exam. Previous employers include Citigroup Global Markets Inc. and Chase Investment Services Corp. Robert specializes in helping individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations with their financial planning and investment needs.
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
IL
10/10/2022 - Present
J.p. Morgan Securities LLC (SKOKIE IL)
IL
05/27/2016 - 10/27/2022
CITIGROUP GLOBAL MARKETS INC. (SKOKIE IL)
IL
10/01/2012 - 04/28/2016
J.P. MORGAN SECURITIES LLC (NORTHBROOK IL)
IL
10/26/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
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
Not sure Robert Barcenas is the right advisor for you? Invested Better is here to help.
