JR

Jaime G. Robert

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CRD#: 2373120
JR

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.

Jaime Gerard Robert was a registered financial professional .

Jaime is a previously registered financial professional and started their career in finance in 1993. Jaime had worked at 7 firms and has passed the Series 6 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 14, 2007 - November 19, 2012

SSN ADVISORY, INC.

RIA
CRD#: 126090
NEW ORLEANS, LA
Past

August 23, 2007 - November 19, 2012

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
NEW ORLEANS, LA
Past

March 1, 2006 - September 17, 2007

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
METAIRIE, LA
Past

March 1, 2006 - September 17, 2007

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
METAIRIE, LA
Past

July 14, 2003 - April 1, 2005

PAN-AMERICAN INVESTMENT ADVISERS, INC.

RIA
CRD#: 111107
METAIRIE, LA
Past

July 11, 2003 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

August 26, 2002 - May 5, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
METAIRIE, LA
Past

December 21, 1993 - May 5, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 21, 1993 - May 5, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam

Current Firm


SA
SSN ADVISORY, INC.
SSN ADVISORY, INC. | SSNAI

CRD#: 126090 / SEC#: 801-61989

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Contact information


Main Address
9729 Cogdill Road Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

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


SSN ADVISORY, INC.

CRD#: 126090

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