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Jared Max Bloom

Samuel A. Ramirez & Company, Inc.

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About Jared Max Bloom

Jared Max Bloom is a registered representative with Samuel A. Ramirez & Company, Inc. and has been in the industry since December 7, 2022. Jared passed the Securities Industry Essentials Examination (SIE), Municipal Securities Representative Examination (Series 52TO) and the Uniform Securities Agent State Law Examination (Series 63). Jared is registered in New York. Previously, Jared was registered with Oppenheimer & Co. Inc.

Firm Information

Jared Bloom is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jared Bloom’s Registration & Firm History

NY

05/20/2024 - Present

Samuel A. Ramirez & Company, Inc. (NEW YORK NY)

NY

10/03/2022 - 03/14/2024

OPPENHEIMER & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 08/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Max Bloom.
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