Jeanmarie Giambra
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.
Jeanmarie Giambra, who also goes by Jeanmarie Reinhart, was a registered financial professional .
Jeanmarie is a previously registered financial professional and started their career in finance in 2007. Jeanmarie 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
May 3, 2019 - June 16, 2020
CUMBERLAND ADVISORS
June 29, 2017 - May 18, 2018
J. L. BAINBRIDGE & CO., INC.
February 24, 2015 - October 15, 2015
VALMARK ADVISERS, INC.
February 9, 2015 - October 15, 2015
VALMARK SECURITIES, INC.
August 14, 2014 - January 28, 2015
PNC WEALTH MANAGEMENT LLC
November 13, 2009 - January 28, 2015
PNC WEALTH MANAGEMENT LLC
April 19, 2007 - November 13, 2009
NATCITY INVESTMENTS, INC.
Primary Firm SEC Registration
CUMBERLAND ADVISORS
CRD#: 107964 / SEC#: 801-55344
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
CUMBERLAND ADVISORS
CRD#: 107964 / SEC#: 801-55344
Contact information
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,550 |
| AUM (Assets Under Management) | $ 3,348,228,828 |
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.
