Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camille? Claim Your ProfileCamille Ramirez Dostert is a financial advisor with over 20 years of experience in the financial industry. Camille holds the Series 7, 9, 10, 31 and 66 licenses and has worked with clients from a variety of backgrounds, including individuals, families, corporations and non-profit organizations. Camille is currently registered as a broker-dealer with Wells Fargo Clearing Services, LLC. Camille's previous employers include Morgan Stanley, UBS Financial Services Inc., and AllianceBernstein Investment Research and Management, Inc. Camille provides a wide range of financial services to her clients, including investment advice, financial planning, and portfolio 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.
Investment consulting services to institutional clients
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
VA
09/27/2021 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
MA
12/17/2012 - 01/06/2017
MORGAN STANLEY (WALTHAM MA)
MA
11/16/2004 - 12/21/2012
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
TN
10/06/2003 - 11/01/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NJ
05/14/2001 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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