Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilds is a financial advisor with J.P. Morgan Securities LLC. Robert is licensed to provide investment advice in 52 states and the District of Columbia. Robert has been in the financial industry for over 35 years and has a diverse background in financial services. Robert has a proven track record of success in helping clients achieve their financial goals. Robert has also worked with Chase Investment Services Corp., Texas Securities, Inc., LPL Financial Corporation, and The Principal/Eppler, Guerin & Turner, Inc.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
07/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
03/22/2010 - 07/08/2010
TEXAS SECURITIES, INC. (CARROLLTON TX)
TX
10/15/2004 - 09/08/2008
LPL FINANCIAL CORPORATION (DALLAS TX)
TX
01/24/1992 - 10/21/2004
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
TX
08/22/1984 - 02/04/1992
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
BOTH
Issued 08/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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