Unclaimed
Angela Abrascio-ramos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2005. Angela is a Series 7 and Series 63 licensed professional. Angela was previously registered with J.P. Morgan Securities Inc. from February 2001 to November 2004. Angela specializes in advising individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies and government entities. Angela holds licenses in Arizona, California, Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Oregon, South Carolina, South Dakota, Texas and Wyoming.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/14/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
02/21/2001 - 11/10/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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