Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack D. Ramaley is a financial advisor with over 17 years of experience in the industry. Jack has a diverse background having worked with several firms, including Wells Fargo Clearing Services, LLC and People’s Securities, Inc. Jack holds Series 7, 63, and 65 licenses and is currently registered with J.P. Morgan Securities LLC in Darien, CT. Jack specializes in providing financial advice to individuals, businesses, and institutions. Jack's services include financial planning, portfolio management, and investment management.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
08/17/2022 - Present
J.p. Morgan Securities LLC (DARIEN CT)
CT
02/08/2016 - 08/18/2022
WELLS FARGO CLEARING SERVICES, LLC (DARIEN CT)
CT
08/16/2013 - 02/01/2016
PEOPLE'S SECURITIES, INC. (GREENWICH CT)
NY
04/27/2012 - 07/10/2013
AXA ADVISORS, LLC (WHITE PLAINS NY)
NY
04/13/2011 - 03/30/2012
G-2 TRADING,LLC (NEW YORK NY)
NY
09/30/2010 - 03/17/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
IL
10/21/2003 - 10/06/2009
CTC L.L.C. (CHICAGO IL)
IA
Issued 04/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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