Unclaimed
Robert Jersey is a financial advisor at Gar Wood Securities, LLC. Robert has been a registered representative for over 27 years. His career in the financial industry began on January 16, 1995. Robert has experience in both investment banking and securities trading. Robert is registered in Illinois and Nevada and is a Series 7, 24, 53, 63, 9, 10, 57, 79, 99, and SIE licensed professional.
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
IL
02/16/2006 - Present
GAR Wood Securities, LLC (Naperville IL)
IL
08/17/2005 - 06/13/2006
SPIKE FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
11/01/2004 - 08/16/2005
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
CA
02/13/2004 - 06/28/2004
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
CT
01/27/1998 - 10/17/2003
ABN AMRO INCORPORATED (STAMFORD CT)
CA
10/23/1995 - 01/10/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IL
04/13/1993 - 10/02/1995
THE CHICAGO CORPORATION (CHICAGO IL)
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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