Bobby Alter
Professional summary
Bobby Alter, who also goes by Robert Alter, is a registered financial professional currently at MERIDIAN INVESTMENTS, INC. located in Vienna, Virginia.
Bobby is registered as a RR (Registered Representative) and started their career in finance in 2022. Bobby has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bobby Alter's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2024 - Present
MERIDIAN INVESTMENTS, INC.
Office #1: 8065 Leesburg Pike 504, Vienna, VA 22182September 10, 2022 - August 31, 2024
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 7TO
Date: 9/9/2022
General Securities Representative ExaminationFINRA
Current Firm
MERIDIAN INVESTMENTS, INC.
CRD#: 13225 / SEC#: , 8-29124
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
Disclosures
| Regulatory Event | 2 |
Red Flags
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