Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew J. Jaramillo is a financial professional with over 50 years of experience in the financial services industry. Andrew is a Registered Representative with Planmember Securities Corp. and has been registered with the firm since January 2013. Andrew has also held previous registrations with a number of other firms, including NYLIFE SECURITIES LLC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, P & I EQUITIES CORPORATION, LINCOLN NATIONAL PENSION INSURANCE COMPANY, CRESCENT SECURITIES CORPORATION, NEW YORK LIFE SECURITIES CORP., NEW YORK LIFE VARIABLE CONTRACTS CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, CAL-WESTERN SECURITIES CO., and CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY. Andrew is a Chartered Financial Consultant and has a wide range of experience in financial planning, portfolio management, and investment supervisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/22/2013 - Present
Planmember Securities Corp. (Victorville CA)
CA
05/24/1988 - 12/07/2012
NYLIFE SECURITIES LLC (VICTORVILLE CA)
IN
01/13/1971 - 12/30/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
08/12/1980 - 03/30/1989
P & I EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NA
07/19/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/02/1983 - 04/05/1988
CRESCENT SECURITIES CORPORATION
NA
08/03/1984 - 01/01/1986
NEW YORK LIFE SECURITIES CORP.
NA
10/17/1972 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
NA
01/13/1971 - 04/17/1978
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/14/1976 - 05/08/1977
CAL-WESTERN SECURITIES CO.
NA
09/14/1976 - 05/08/1977
CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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