Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee is a financial advisor with J.P. Morgan Institutional Investments Inc. Robert has been in the financial industry since 2004. Robert holds Series 63, 65, 7, 26 and SIE licenses and is registered in 52 states.
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
NY
10/27/2016 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
PA
04/09/2013 - 01/05/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
01/01/2007 - 04/09/2013
STANCORP EQUITIES, INC. (WAYNE PA)
PA
10/07/2004 - 01/01/2007
INVESMART SECURITIES, LLC (MECHANICSBURG PA)
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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