Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert St.clair is a financial advisor with J.p. Morgan Securities LLC. Robert has over 20 years of experience in the financial industry. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
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CA
05/26/2022 - Present
J.p. Morgan Securities LLC (IRVINE CA)
AZ
08/04/2003 - 09/08/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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