Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oroark is a financial advisor with J.P. Morgan Securities LLC. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and has been active in the industry since 2007. Robert has a Series 7, 7TO, 9, 10, 31, and 66 license. Robert provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Robert has experience with a variety of clients, including individuals, families, businesses, and institutional investors. Robert's previous employers include Morgan Stanley & Co., Incorporated, Chase Investment Services Corp., and J.P. Morgan Securities LLC.
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
FL
02/21/2024 - Present
J.p. Morgan Securities LLC (ORLANDO FL)
FL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (WINTER SPRINGS FL)
FL
04/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINTER SPRINGS FL)
IL
08/01/2007 - 03/24/2008
MORGAN STANLEY & CO., INCORPORATED (LIBERTYVILLE IL)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2007
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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