Unclaimed
Robert Weinberg is a financial professional with over 25 years of experience in the financial services industry. Robert is currently registered with J.P. Morgan Securities LLC in New York, New Jersey, and Texas. Prior to joining J.P. Morgan, Robert worked at Morgan Stanley and T3 Trading Group, LLC. Robert has a broad range of experience in providing financial services to individuals, corporations, and institutions.
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
1
2
NY
07/26/2023 - Present
J.p. Morgan Securities LLC (YORKTOWN HEIGHTS NY)
NY
03/21/2023 - 08/01/2023
MORGAN STANLEY (New York NY)
NY
07/10/2019 - 03/04/2023
J.P. MORGAN SECURITIES LLC (SCARSDALE NY)
NY
05/01/2012 - 07/29/2019
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
03/23/2011 - 05/01/2012
G-2 TRADING,LLC (NEW YORK NY)
NY
02/25/2009 - 03/23/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
07/20/1998 - 02/27/2009
COWEN AND COMPANY (NEW YORK NY)
TX
02/02/1998 - 07/08/1998
FLEET SECURITIES, INC. (DALLAS TX)
NJ
10/17/1997 - 02/02/1998
NASH, WEISS & CO. (JERSEY CITY NJ)
NJ
10/17/1997 - 10/17/1997
NASH, WEISS & CO. (JERSEY CITY NJ)
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/1997
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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