Michael G. Inserra
Professional summary
Michael Gerard Inserra, who also goes by Michael Gerard Inerra, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida.
Michael is registered as a RR (Registered Representative) and started their career in finance in 1990. Michael has worked at 11 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Gerard Inserra's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2019 - Present
P.J. ROBB VARIABLE, LLC
August 7, 2009 - April 13, 2010
FORESTERS EQUITY SERVICES, INC.
October 4, 2001 - August 6, 2007
TRANSAMERICA FINANCIAL ADVISORS, INC.
August 5, 1998 - September 27, 2001
CONSECO SECURITIES, INC.
April 28, 1998 - August 5, 1998
CONSECO FINANCIAL SERVICES, INC.
September 24, 1997 - April 13, 1998
NYLIFE SECURITIES LLC
April 14, 1997 - August 22, 1997
CONSECO FINANCIAL SERVICES, INC.
May 3, 1996 - April 14, 1997
CONSECO EQUITY SALES, INC.
December 1, 1995 - May 7, 1996
SII INVESTMENTS, INC.
June 22, 1994 - November 13, 1995
CONSECO EQUITY SALES, INC.
December 2, 1993 - June 1, 1994
OSAIC WEALTH, INC.
July 18, 1990 - August 31, 1992
METROPOLITAN LIFE INSURANCE COMPANY
July 18, 1990 - August 31, 1992
MSI FINANCIAL SERVICES, 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
(9/9/2019)
(12/11/2019)
(5/31/2023)
(9/9/2019)
(4/19/2024)
(8/25/2023)
(12/7/2020)
(12/11/2019)
(10/28/2019)
(7/3/2019)
(4/20/2022)
(10/4/2019)
(1/24/2024)
(9/29/2020)
(8/12/2020)
(1/25/2021)
Exams
Series 6TO
Date: 6/1/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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