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. Marcus is an experienced financial professional with over two decades of experience in the industry. Robert has a wide range of experience working with various firms including Leerink Partners LLC, Sanford C. Bernstein & Co., LLC, and Trillium Trading LLC. Currently, Robert is a registered representative with J.p. Morgan Securities LLC where Robert focuses on providing financial planning, pension consulting, and portfolio management services to 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
NY
04/23/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/02/2012 - 04/01/2014
LEERINK PARTNERS LLC (NEW YORK NY)
NY
12/20/2005 - 02/28/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
08/11/2004 - 12/01/2005
TRILLIUM TRADING LLC (NEW YORK NY)
BC
Issued 01/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/11/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/01/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2004
Series 7 - General Securities 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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