Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Beyer is a financial advisor with J.P. Morgan Securities LLC. Robert has been in the industry since November 8, 1989, and has a broad range of experience with both individual and institutional clients. Robert has held previous positions with CITIGROUP GLOBAL MARKETS INC., McDonald Investments Inc., BANC ONE CAPITAL MARKETS, INC., CASTLEBRIDGE RISK SOLUTIONS, INC., HSBC SECURITIES (USA) INC., CM&M FUTURES INC., UNDERWOOD, NEUHAUS & CO., INCORPORATED, and WESTCAP SECURITIES, INC.
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
11/29/2023 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
10/19/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NAPERVILLE IL)
IL
08/07/2006 - 10/04/2007
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
OH
02/02/2005 - 09/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
10/24/2003 - 08/05/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
04/26/2002 - 10/30/2003
CASTLEBRIDGE RISK SOLUTIONS, INC. (CHICAGO IL)
NY
07/25/1987 - 09/18/2000
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
08/26/1988 - 12/14/1990
CM&M FUTURES INC. (NEW YORK NY)
NA
11/02/1983 - 02/10/1984
UNDERWOOD, NEUHAUS & CO., INCORPORATED
NA
03/29/1983 - 09/22/1983
WESTCAP SECURITIES, INC.
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1986
Series 5 - Interest Rate Options Examination
BC
Issued 03/19/1983
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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