Terry-ann Orman
Professional summary
Terry-ann Orman, CFP®, who also goes by Terry-ann Gardemal, Terryann Gardemal, Terry Ann Liss, Terryann Liss, Terry Ann Orman, Terryann Orman, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.
Terry-ann is registered as a RR (Registered Representative) and started their career in finance in 1994. Terry-ann has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry-ann Orman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2020 - Present
P.J. ROBB VARIABLE, LLC
March 9, 2007 - May 4, 2011
LPL FINANCIAL LLC
March 9, 2007 - May 4, 2011
LPL FINANCIAL LLC
March 20, 2002 - March 19, 2007
MML INVESTORS SERVICES, LLC
July 9, 2001 - March 19, 2007
MML INVESTORS SERVICES, LLC
June 14, 1994 - January 7, 1997
MISSIONSQUARE INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/4/2021)
(4/16/2024)
(3/31/2021)
(1/28/2021)
(11/13/2020)
(1/28/2021)
(6/1/2021)
(5/10/2022)
(3/20/2020)
(10/6/2021)
(5/14/2024)
(1/23/2024)
(1/28/2021)
(1/28/2021)
(6/1/2021)
(2/4/2022)
(1/3/2023)
(1/28/2021)
(8/15/2024)
(11/11/2024)
(11/3/2021)
(1/28/2021)
(5/10/2022)
(1/28/2021)
Exams
Series 6TO
Date: 12/27/2019
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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