Jorge L. Ramirez
Professional summary
Jorge Luis Ramirez is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.
Jorge is registered as a RR (Registered Representative) and started their career in finance in 1994. Jorge has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jorge Luis Ramirez's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2020 - Present
P.J. ROBB VARIABLE, LLC
February 12, 2016 - June 3, 2020
INVESTACORP ADVISORY SERVICES INC
February 3, 2016 - June 3, 2020
INVESTACORP, INC.
January 6, 2012 - December 31, 2015
KESTRA INVESTMENT SERVICES, LLC
January 4, 2012 - December 31, 2015
KESTRA INVESTMENT SERVICES, LLC
April 11, 2006 - December 31, 2011
TRUIST INVESTMENT SERVICES, INC.
July 28, 2004 - December 31, 2011
TRUIST INVESTMENT SERVICES, INC.
July 15, 2002 - July 27, 2004
MONY SECURITIES CORPORATION
June 15, 2002 - June 21, 2002
WELLS FARGO CLEARING SERVICES, LLC
January 9, 2001 - June 15, 2002
WACHOVIA SECURITIES, INC.
August 3, 2000 - December 31, 2000
MUTUAL SERVICE CORPORATION
July 14, 1994 - September 27, 2000
ROBERT W. BAIRD & CO. INCORPORATED
July 14, 1994 - September 27, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/20/2022)
(3/14/2021)
(7/17/2020)
(1/7/2021)
(6/17/2021)
(12/4/2023)
(11/26/2024)
(11/2/2023)
(11/19/2020)
(8/10/2021)
(11/9/2022)
(5/31/2023)
(3/15/2023)
(6/17/2021)
Exams
FINRA
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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