Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Greenwald is an active financial advisor, registered with the state of New Jersey since October 1, 2012. He is also registered with the states of New York and Texas. Robert has been in the financial industry since October 24, 1988. Currently, he works at J.P. Morgan Securities LLC. In the past, he has worked at Chase Investment Services Corp., Citigroup Global Markets Inc., Lehman Brothers Inc. and Philips, Appel & Walden, Inc.. Robert is a licensed Securities Industry Essentials (SIE), General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63) and Uniform Investment Adviser Law (Series 65) exam holder.
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
01/04/2016 - Present
J.p. Morgan Securities LLC (Fishkill NY)
NY
10/05/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOPEWELL JUNCTION NY)
NY
07/31/1993 - 11/13/2006
CITIGROUP GLOBAL MARKETS INC. (NEWBURGH NY)
NY
04/18/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/20/1987 - 01/01/1988
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 12/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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