Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vincent Chamberlin is a financial advisor with J.P. Morgan Securities LLC. Robert has been in the financial industry since August 1997. Robert's main office is located in Irvine, CA. Robert is a registered representative with the state of California. In addition to their current role with J.P. Morgan Securities LLC, Robert has also worked with UnionBanc Investment Services, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Robert specializes in portfolio management for businesses and individuals.
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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2
CA
02/08/2021 - Present
J.p. Morgan Securities LLC (ALISO VIEJO CA)
CA
09/12/2018 - 09/08/2020
UNIONBANC INVESTMENT SERVICES, LLC (IRVINE CA)
WA
11/29/2013 - 08/29/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
01/03/2011 - 09/10/2013
WELLS FARGO ADVISORS, LLC (TACOMA WA)
WA
06/22/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
CA
11/19/2001 - 05/12/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/25/1999 - 11/14/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
07/31/1997 - 02/25/1999
PREFERRED CAPITAL MARKETS, INC. (SAN FRANCISCO CA)
CA
03/11/1996 - 08/12/1996
PCH SECURITIES, INC. (ESCONDIDO CA)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/09/1996
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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