Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Masanotti is a financial advisor registered with J.p. Morgan Securities LLC since July 2018. Robert Masanotti has experience in the financial industry, starting with First Investors Corporation in 2010. Robert Masanotti has also worked at MML Investors Services, LLC, MSI Financial Services, Inc., Forefront Capital Markets LLC, and Wells Fargo Advisors, LLC, gaining expertise in the financial sector. Robert Masanotti holds Series 6, 7, 63 and 66 licenses and the SIE exam, demonstrating their commitment to professional development. Robert Masanotti specializes in providing financial services to high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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
CT
07/23/2018 - Present
J.p. Morgan Securities LLC (NEW CANAAN CT)
CT
03/25/2017 - 07/18/2018
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
08/13/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
NY
08/06/2013 - 08/18/2014
FOREFRONT CAPITAL MARKETS LLC (NEW YORK NY)
CT
11/24/2010 - 07/15/2013
WELLS FARGO ADVISORS, LLC (OLD GREENWICH CT)
CT
07/26/2010 - 08/16/2010
FIRST INVESTORS CORPORATION (NORTH HAVEN CT)
BOTH
Issued 01/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2010
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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