Philip P. Zemaitis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Philip Paul Zemaitis JR, who also goes by Philip Paul Zemaitis, was a registered financial professional .
Philip is a previously registered financial professional and started their career in finance in 1985. Philip had worked at 8 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 9, 2010 - December 31, 2020
FBL MARKETING SERVICES, LLC
September 8, 2008 - November 16, 2016
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
June 15, 2001 - March 29, 2010
FBL MARKETING SERVICES, LLC
March 27, 1996 - June 5, 2001
NATIONAL PLANNING CORPORATION
April 21, 1994 - December 12, 1994
INVEST FINANCIAL CORPORATION
February 3, 1993 - April 22, 1994
U.S. BANCORP SECURITIES
February 14, 1992 - January 22, 1993
MARKETING ONE SECURITIES, INC.
July 13, 1987 - February 4, 1992
GRIFFIN FINANCIAL SERVICES
March 26, 1987 - July 30, 1987
SIGNATOR INVESTORS, INC.
August 14, 1985 - March 5, 1987
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/19/2024
General Securities Representative ExaminationSeries 6TO
Date: 3/19/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
FBL MARKETING SERVICES, LLC
CRD#: 5309 / SEC#: , 8-15855
Contact information
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | |
| ALDRIDGE, ANTHONY JAMES | CHIEF ACCOUNTING OFFICER | 5999478 |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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