Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Trismen is a financial advisor with over 35 years of experience in the securities industry. Robert is currently registered with J.P. Morgan Securities LLC in New York and Texas. Robert has a broad range of experience, having previously worked for Chemical Securities, Inc., Chemical Investment Services Corp., Chase Investment Services Corp., and Prudential-Bache Securities Inc., all in New York.
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
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/16/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/18/1996 - 11/17/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NA
09/19/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
03/01/1988 - 09/19/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
NA
09/15/1986 - 02/26/1988
MARINE MIDLAND SECURITIES, INC.
NA
07/23/1985 - 07/01/1986
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 09/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1986
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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