Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Elliott is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with J.p. Morgan Securities LLC and has held previous roles with CHASE INVESTMENT SERVICES CORP., PRUCO SECURITIES, LLC., and SIGNATOR INVESTORS, INC. Robert holds the Series 6, Series 63 and SIE licenses. Robert is licensed to provide financial advice in California, Georgia, New Jersey, and Texas. J.p. Morgan Securities LLC is a large firm with over $50 billion in assets under management and serves a wide range of clients including individuals, corporations, insurance companies, charitable organizations, and pension funds.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (PLANO TX)
TX
09/29/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
TX
11/06/2009 - 08/05/2010
PRUCO SECURITIES, LLC. (IRVING TX)
TX
08/01/2008 - 10/26/2009
SIGNATOR INVESTORS, INC. (DALLAS TX)
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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