Unclaimed
Robert Francis Nilsen is a registered representative with J.p. Morgan Securities LLC. Robert has been in the financial services industry for over a year and is currently licensed in Connecticut, New Jersey and New York. Robert is also a Series 63, 6TO, and SIE licensed representative. Robert is a member of the firm's team that specializes in Investment Company Products/Variable Contracts, Securities Industry Essentials, and Uniform Securities Agent State Law. Robert focuses on financial planning, pension consulting and selection of other advisors for 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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NJ
10/31/2023 - Present
J.p. Morgan Securities LLC (HACKETTSTOWN NJ)
BC
Issued 12/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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