Unclaimed
Robert M Gentile is a registered representative with J.P. Morgan Securities LLC, a firm with over 200,000 clients and assets under management exceeding $50 billion. Robert has been working in the industry since October 2005 and currently holds a Series 3, 7, 63, SIE, and 99TO license. Robert’s expertise includes providing investment advisory services and financial planning for individuals and businesses. Robert specializes in various areas, including fixed income, equities, mutual funds, and alternative investments.
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
01/29/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/01/2008 - 11/18/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/22/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 12/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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