Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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