Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwards Dimilia is an investment professional with over 18 years of experience in the financial industry. Robert Edwards Dimilia is a registered representative with J.P. Morgan Securities LLC, having worked there since 2012. Prior to that, Robert Edwards Dimilia was employed by Chase Investment Services Corp. and Wachovia Securities, LLC. Robert Edwards Dimilia holds a Series 7, Series 63, and Series 65 license, and is also a Certified Financial Planner. Robert Edwards Dimilia's experience with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Wachovia Securities, LLC has given Robert Edwards Dimilia a broad understanding of the financial markets, including investments, financial planning, and retirement planning. Robert Edwards Dimilia focuses on working with high net worth individuals, corporations and individuals. J.P. Morgan Securities LLC is one of the largest financial institutions in the world and offers a wide range of financial products and services. The firm provides investment advice and portfolio management services, and also offers a variety of other financial products, such as retirement planning and estate planning. J.P. Morgan Securities LLC manages over $249 billion in assets for a wide variety of clients.
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
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
11/02/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NC
12/17/2004 - 08/08/2006
WACHOVIA SECURITIES, LLC (RALEIGH NC)
NY
02/26/2004 - 01/05/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 1/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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.
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FINRA
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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
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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