Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M. Wilson is a financial advisor with over 20 years of experience in the industry. He is currently registered with J.P. Morgan Institutional Investments Inc. and is licensed to provide investment advice in all 50 states and the District of Columbia. Robert M. Wilson has held various positions at several firms throughout his career, including JPMorgan Distribution Services, Inc., One Group Services Company (The) and The Huntington Investment Company. He is committed to providing personalized financial guidance to his clients and helping them achieve their financial goals.
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
OH
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
01/12/2001 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
12/04/1998 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
OH
03/18/1998 - 12/15/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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