Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zeiger is an investment professional with over 35 years of experience in the financial services industry. Robert is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Prior to joining Wells Fargo Clearing Services, LLC, Robert was with J.P. MORGAN SECURITIES LLC in New York for over 10 years. Before that, Robert worked for several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Peabody, Inc., First Cambridge Securities Corporation, and Kensington Securities, Inc. Robert specializes in providing investment consulting services to institutional clients, in addition to financial planning 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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/07/2025 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
02/02/2005 - 09/25/2015
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NY
08/31/2004 - 02/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/19/1995 - 09/24/2004
MORGAN PEABODY, INC. (SHERMAN OAKS CA)
NY
12/18/1995 - 05/23/1997
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
CA
07/12/1994 - 12/14/1995
KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)
FL
06/09/1994 - 07/14/1994
LIFECO SECURITIES CORPORATION (ORLANDO FL)
CA
11/15/1990 - 06/17/1994
CHADWICK SECURITIES, INC. (ALISO VIEJO CA)
NA
01/04/1990 - 12/24/1990
WENTWORTH SECURITIES, INC.
NA
04/04/1988 - 01/01/1990
REMINGTON SECURITIES, INC.
NA
11/19/1986 - 04/09/1988
BRIGHTON INDUSTRIES, INC.
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/30/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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