Unclaimed
Robert Jason Fisher is a financial professional with over 17 years of experience in the industry. Robert is currently registered with CCO Capital, LLC and holds a Series 7, Series 24, Series 3 and SIE. Robert has held previous roles at BLACKROCK INVESTMENTS, LLC, PINEBRIDGE SECURITIES LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
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.
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.
1
2
CA
09/15/2023 - Present
CCO Capital, LLC (Los Angeles CA)
CA
05/13/2020 - 08/17/2023
BLACKROCK INVESTMENTS, LLC (SANTA MONICA CA)
CA
05/14/2013 - 05/14/2020
PINEBRIDGE SECURITIES LLC (LOS ANGELES CA)
CA
09/22/2006 - 04/11/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (LOS ANGELES CA)
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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