Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wayne Gardy is a financial advisor at J.P. Morgan Securities LLC, working in the Rochester office. Robin has been working in the financial services industry since 1996 and has a strong track record of providing financial advice to individual investors, corporations, and institutional clients. Robin is a Series 6, 7, 55, and 63 licensed advisor.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (ROCHESTER NY)
NY
04/12/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
NY
05/01/2001 - 02/01/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/23/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/08/1999 - 02/23/2001
ROBERT FLEMING INC. (NEW YORK NY)
NY
03/24/1999 - 12/02/1999
AUERBACH GRAYSON & COMPANY INCORPORATED (NEW YORK NY)
NA
11/11/1996 - 11/17/1998
ABSA SECURITIES, INC.
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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