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Jarret Congemi

Purshe Kaplan Sterling Investments

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About Jarret Congemi

Jarret Congemi is a financial advisor currently registered with Purshe Kaplan Sterling Investments in Lighthouse Point, FL and Rockaway Park, NY. Jarret has been in the industry since 2008. Jarret has passed the Series 6, SIE and Series 63 exams and is registered in both Florida and New York. Jarret was previously employed by Securities America, Inc., LPL Financial LLC, and Mutual Service Corporation.

Firm Information

Jarret Congemi is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

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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Jarret Congemi’s Registration & Firm History

FL

04/01/2022 - Present

Purshe Kaplan Sterling Investments (Lighthouse Point FL)

FL

07/09/2015 - 04/01/2022

SECURITIES AMERICA, INC. (LIGHTHOUSE POINT FL)

NY

09/08/2009 - 07/21/2015

LPL FINANCIAL LLC (HOWARD BEACH NY)

NY

01/07/2008 - 09/08/2009

MUTUAL SERVICE CORPORATION (HOWARD BEACH NY)

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Licenses & Designations

BC

Issued 08/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jarret Congemi. Review regulatory record here.
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