Unclaimed
Robert Granata is a financial advisor currently registered with J.P. Morgan Securities LLC. Robert has been in the financial industry for over 20 years. Robert has a diverse background and has held roles at other firms such as Oberweis Securities, Inc. and Rosenthal Collins Securities, L.L.C. Robert is also licensed to conduct business in Ohio. Robert's specialties include: securities, commodities, investments, mutual funds, and variable insurance products.
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
OH
01/28/2013 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
05/28/2003 - 12/31/2005
OBERWEIS SECURITIES, INC. (LISLE IL)
IL
03/19/2002 - 06/06/2003
ROSENTHAL COLLINS SECURITIES, L.L.C (CHICAGO IL)
NJ
02/14/1997 - 03/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/18/1996 - 02/19/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 3 - National Commodity Futures 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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