Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGraw is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since October 25, 2014. Robert is licensed to provide investment advisory services in Texas. Previously, Robert has worked for firms such as Wachovia Capital Markets, LLC, Wachovia Securities, LLC and Banc of America Investment Services, Inc. Robert holds the Series 63, Series 66, Series 7 and Series 6 licenses.
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
TX
10/10/2023 - Present
J.p. Morgan Securities LLC (KELLER TX)
NC
07/01/2003 - 01/09/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
08/24/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
08/27/1998 - 12/22/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
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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