Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Blair is a financial professional with over 30 years of experience in the industry. Robert has worked at J.P. Morgan Securities LLC for 17 years and previously worked at BANC ONE SECURITIES CORPORATION and MIMLIC SALES CORPORATION. Robert is a Certified Financial Planner and holds licenses for the following: Series 6, Series 7, Series 9, Series 10, Series 63, Series 65 and SIE. Robert is currently registered with J.P. Morgan Securities LLC as a registered representative and investment advisor representative in Texas and Wisconsin.
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
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 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative 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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