Jeffrey W. Hoey
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.
Jeffrey William Hoey was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2002. Jeffrey had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2009 - January 19, 2018
P.J. ROBB VARIABLE, LLC
May 29, 2007 - December 31, 2007
UNDERWRITERS EQUITY CORPORATION
April 28, 2005 - September 14, 2005
MSI FINANCIAL SERVICES, INC.
March 29, 2005 - September 14, 2005
METROPOLITAN LIFE INSURANCE COMPANY
March 29, 2005 - September 14, 2005
MSI FINANCIAL SERVICES, INC.
December 8, 2003 - March 30, 2005
1717 CAPITAL MANAGEMENT COMPANY
January 23, 2003 - March 30, 2005
1717 CAPITAL MANAGEMENT COMPANY
September 30, 2002 - December 20, 2002
CETERA WEALTH 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
Exams
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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