Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reese is a financial professional with over 10 years of experience in the industry. Robert is currently registered with Innovation Partners LLC in Charlotte, NC and previously worked with SECURE CAPITAL RESEARCH, LLC, J.P. MORGAN SECURITIES LLC, and BELVEDERE TRADING LLC. Robert holds Series 7, 24, 56, 57TO and SIE licenses and is licensed in 19 states. Robert provides portfolio management for individuals and businesses, financial planning, and consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
12/14/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
CA
10/18/2019 - 12/10/2021
SECURE CAPITAL RESEARCH, LLC (Laguna Beach CA)
IL
09/28/2017 - 09/16/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
04/08/2011 - 09/12/2017
BELVEDERE TRADING LLC (CHICAGO IL)
BC
Issued 10/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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