Unclaimed
Robert Guido is a licensed securities professional with over 25 years of experience in the financial services industry. Robert is currently registered with J.P. Morgan Securities LLC and has previously held positions at ICAP Securities USA LLC, Garban LLC, Garban Capital Markets LLC and R.J. Kross Assoc. Ltd. Robert is a Series 7 and Series 63 licensed representative and has passed the SIE and Series 99TO exams. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
NJ
08/15/2017 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NJ
02/14/2002 - 11/07/2014
ICAP SECURITIES USA LLC (JERSEY CITY NJ)
NY
07/15/1996 - 01/25/2002
GARBAN LLC (NEW YORK NY)
NJ
01/19/1995 - 11/01/2001
GARBAN CAPITAL MARKETS LLC (JERSEY CITY NJ)
NY
06/23/1993 - 01/11/1995
R.J. KROSS ASSOC. LTD. (NEW YORK NY)
BC
Issued 11/28/1994
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 11/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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