Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marks is an Investment Advisor Representative with Fidelity Personal AND Workplace Advisors, having been in the industry since March 30, 2018. Robert is licensed in New Jersey, New York and Texas. Robert has experience with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC as a previous employer. Robert has passed the Series 7TO, SIE and Series 6 exams. Robert's area of specialization includes: Investments, Retirement planning, Asset allocation, Mutual Funds, Insurance, and Fixed income.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (BRONX NY)
NY
01/08/2019 - 03/31/2022
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
07/05/2016 - 05/22/2017
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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