Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelly is a financial professional with over 30 years of experience in the securities industry. Robert is currently registered with J.p. Morgan Securities LLC and has been registered with them since March 2009. Robert is a registered representative in Louisiana, New York, and Texas. In addition to the Series 63 and 65 examinations, Robert has also passed the Series 3, 7, and SIE exams. Robert has experience in providing investment advice and portfolio management services to individuals, corporations, and institutional clients. Prior to joining J.p. Morgan Securities LLC, Robert worked for Citigroup Global Markets Inc. Prior to that, Robert worked for Legg Mason Wood Walker, Incorporated, and Prudential Securities Incorporated.
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
03/18/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/21/2006 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
03/14/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/29/1990 - 03/19/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/28/1990
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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