Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Servas is a financial advisor at J.P. Morgan Securities LLC. Robert has been in the industry since 1986 and has extensive experience in investment banking and municipal securities. Robert holds Series 7, 10, 24, 52TO, 53 and 79TO licenses, along with the SIE exam. Robert has been registered with J.P. Morgan Securities LLC since 2008 and prior to that worked with Lehman Brothers Inc., First Union Securities, Inc., Legg Mason Wood Walker, Incorporated, Banc One Capital Markets, Inc. and J.P. MORGAN SECURITIES INC. Robert has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
08/13/2003 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
MD
08/18/2000 - 08/13/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
11/18/1994 - 08/17/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/25/1988 - 10/12/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
FL
08/19/1986 - 09/12/1988
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/01/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
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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