Unclaimed
Robert Feinberg is a financial advisor at J.P. Morgan Securities LLC, and has over 10 years of experience in the financial industry. Robert is registered as a Broker/Dealer in Illinois and Texas. Robert has a strong track record of providing financial guidance to individuals, corporations, and other institutions. Robert has Series 7, Series 56, and Series 66 licenses. Prior to joining J.P. Morgan, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitec Proprietary Markets, LLC. Robert has a deep understanding of the financial markets and can help clients develop and execute investment strategies that meet their unique needs.
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
IL
08/13/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
03/17/2017 - 08/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
10/08/2013 - 03/31/2015
EQUITEC PROPRIETARY MARKETS, LLC (CHICAGO IL)
IL
06/29/2012 - 10/01/2012
EQUITEC PROPRIETARY MARKETS, LLC (CHICAGO IL)
IL
04/06/2011 - 04/26/2011
BLUE CAPITAL GROUP LLC (CHICAGO IL)
BOTH
Issued 04/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
B
BOX Exchange LLC
C
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.
F
FINRA
I
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
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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