Unclaimed
Robin Weisberg is an experienced financial professional with over 15 years of experience in the industry. Robin is currently registered with J.p. Morgan Securities LLC, a firm with a strong reputation in the financial services industry. Robin has previously held positions at Scout Trading, LLC, Barclays Capital Inc., and Lehman Brothers Inc. Robin has a wide range of experience and expertise in the financial services industry, including experience in equity trading, investment management, and financial planning. Robin is dedicated to providing clients with the highest quality of service and helping them achieve their financial goals.
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
09/19/2011 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/05/2010 - 08/30/2011
SCOUT TRADING, LLC (NEW YORK NY)
NY
09/22/2008 - 06/11/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/12/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/11/2007
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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