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JR

Joseph M. Ramos

TEMPLUM MARKETS LLC
New York, NY 10017
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CRD#: 2065829
JR

Professional summary


Joseph Mario Ramos, who also goes by Jose M Ramos Jr, Joseph Mario Ramos Jr, is a registered financial professional currently at TEMPLUM MARKETS LLC located in New York, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1992. Joseph has worked at 11 firms and has passed the Series 63, Series 66, Series 79TO, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jose M Ramos Jr | Joseph Mario Ramos Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Joseph Mario Ramos's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 16, 2018 - Present

TEMPLUM MARKETS LLC

Office #1: 315 Madison Ave 3rd Fl, New York, NY 10017
BD
CRD#: 102840
New York, NY
Past

December 8, 2014 - December 16, 2016

SIEBERT INVESTMENT ADVISORS, INC.

RIA
CRD#: 169231
NEW YORK, NY
Past

March 9, 2007 - November 16, 2015

SIEBERT WILLIAMS SHANK & CO., LLC

BD
CRD#: 42568
NEW YORK, NY
Past

February 13, 2003 - December 16, 2016

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

March 27, 2002 - October 18, 2002

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

September 14, 2000 - March 20, 2002

A.B. WATLEY DIRECT, INC.

BD
CRD#: 18663
NEW YORK, NY
Past

July 27, 1999 - March 20, 2002

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

March 23, 1998 - June 11, 1999

NIKKO ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 824
NEW YORK, NY
Past

May 9, 1996 - December 2, 1996

BRUNSWICK WARBURG, INC.

BD
CRD#: 39859
NEW YORK, NY
Past

February 1, 1993 - February 21, 1996

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

January 8, 1992 - October 13, 1992

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/28/2020)
RR
Alaska
(1/28/2020)
RR
Arizona
(1/28/2020)
RR
Arkansas
(1/28/2020)
RR
California
(1/28/2020)
RR
Colorado
(1/28/2020)
RR
Connecticut
(1/28/2020)
RR
Delaware
(1/28/2020)
RR
District of Columbia
(1/28/2020)
RR
Florida
(1/28/2020)
RR
Georgia
(1/28/2020)
RR
Hawaii
(1/28/2020)
RR
Idaho
(1/28/2020)
RR
Illinois
(1/28/2020)
RR
Indiana
(1/28/2020)
RR
Iowa
(1/28/2020)
RR
Kansas
(1/28/2020)
RR
Kentucky
(1/28/2020)
RR
Louisiana
(1/28/2020)
RR
Maine
(1/28/2020)
RR
Maryland
(1/28/2020)
RR
Massachusetts
(1/28/2020)
RR
Michigan
(1/28/2020)
RR
Minnesota
(1/28/2020)
RR
Mississippi
(1/28/2020)
RR
Missouri
(1/28/2020)
RR
Montana
(1/28/2020)
RR
Nebraska
(1/28/2020)
RR
Nevada
(1/28/2020)
RR
New Hampshire
(1/28/2020)
RR
New Jersey
(1/28/2020)
RR
New Mexico
(1/28/2020)
RR
New York
(10/7/2019)
RR
North Carolina
(1/28/2020)
RR
North Dakota
(1/28/2020)
RR
Ohio
(1/28/2020)
RR
Oklahoma
(1/28/2020)
RR
Oregon
(1/28/2020)
RR
Pennsylvania
(1/28/2020)
RR
Puerto Rico
(1/28/2020)
RR
Rhode Island
(1/28/2020)
RR
South Carolina
(1/28/2020)
RR
South Dakota
(1/28/2020)
RR
Tennessee
(1/28/2020)
RR
Texas
(1/28/2020)
RR
Utah
(1/28/2020)
RR
Vermont
(1/28/2020)
RR
Virgin Islands
(1/28/2020)
RR
Virginia
(1/28/2020)
RR
Washington
(1/28/2020)
RR
West Virginia
(1/28/2020)
RR
Wisconsin
(1/28/2020)
RR
Wyoming
(1/28/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 10/4/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/10/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TM
TEMPLUM MARKETS LLC
GENESIS SECURITIES, INC. | VISIONQUEST SECURITIES, LLC. | TEMPLUM MARKETS LLC | OUISA CAPITAL LLC | LIQUID M CAPITAL LLC | GENESIS SECURITIES, LLC

CRD#: 102840 / SEC#: , 8-52169

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
315 Madison Ave 3rd Fl, New York, NY 10017
Mailing Address
315 Madison Ave 3rd Fl, New York, NY 10017
Phone number
(332) 895-5038
Established
Delaware since 01/25/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLUM, INC.SHAREHOLDER
LEE, EDWARD JCHIEF COMPLIANCE OFFICER4150803
RAMOS, JOSEPH MARIOPFO/POO, CEO/PRESIDENT2065829
VALLONE, ROBERT GERARDFINOP6836338

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TEMPLUM MARKETS LLC

CRD#: 102840New York, NY 10017

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