Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burns is a financial advisor with J.p. Morgan Securities LLC in PALM BEACH GARDENS, FL. Robert Burns has been in the industry since 1988 and is licensed to provide investment advice in 46 states and the District of Columbia. Robert Burns specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. J.p. Morgan Securities LLC is a large financial firm with over $50 billion in assets under management. The firm serves a wide range of clients, including high-net-worth individuals, corporations, and institutions. J.p. Morgan Securities LLC provides a variety of services, including investment management, financial planning, and retirement planning.
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
FL
09/21/2018 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
04/17/2009 - 09/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
10/01/1999 - 04/17/2009
WACHOVIA SECURITIES, LLC (PALM BEACH GARDENS FL)
NC
09/29/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MI
01/27/1993 - 09/24/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NE
05/13/1992 - 01/20/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
08/28/1989 - 05/15/1992
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NA
11/08/1988 - 09/01/1989
HUBERMAN SECURITIES CORP.
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1989
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 04/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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