Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michele is a financial professional with over 25 years of experience in the industry. Robert is currently registered with J.p. Morgan Institutional Investments Inc., and has a Series 3, Series 7, and Series 63 licenses. Robert has been registered in 52 states and is also FINRA-registered. Robert's previous experience includes roles with Schroder Fund Advisors Inc., Provident Advisers, Inc. and CS First Boston Corporation.
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.
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.
1
2
NY
11/05/2008 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
05/08/1998 - 09/22/2008
SCHRODER FUND ADVISORS INC. (NEW YORK NY)
NY
03/18/1996 - 05/05/1998
PROVIDENT ADVISERS, INC. (NEW YORK NY)
NY
01/12/1994 - 04/11/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Michele is the right advisor for you? Invested Better is here to help.
