Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blair is a financial advisor with over 30 years of experience in the financial services industry. Robert is a registered representative of J.P. Morgan Securities LLC, holding both Series 63 and Series 65 licenses. Robert has a deep understanding of investment strategies and a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to help clients make informed investment decisions. Robert has earned the Certified Financial Planner designation and holds a variety of licenses and certifications. He is a registered representative of J.P. Morgan Securities LLC and offers investment advisory services through J.P. Morgan Securities LLC.
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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2
WI
01/18/2023 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MILWAUKEE WI)
WI
05/23/1997 - 07/01/2006
BANC ONE SECURITIES CORPORATION (MILWAUKEE WI)
IL
03/14/1994 - 12/31/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/13/1990 - 11/01/1991
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
06/20/1989 - 07/13/1990
BANC ONE WISCONSIN INVESTMENT SERVICES CORPORATION
MN
03/17/1988 - 02/13/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 3/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/9/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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