Unclaimed
Robert Fadel is a financial advisor with J.P. Morgan Securities LLC. Robert has been in the financial services industry since July 2024 and is registered to provide investment advice in Connecticut, New Jersey, and New York. Robert specializes in a variety of financial products and services, including investment company products, variable contracts, and securities. Robert holds the Series 63, SIE, and Series 6TO licenses.
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
07/09/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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