Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Ramona Ramos de tavarez is an active investment professional with a focus on investment company products and variable contracts. Carmen has been in the securities industry since 2014. Carmen holds Series 6, Series 6TO, and Series 63 licenses. Carmen is currently registered with J.P. Morgan Securities LLC in EASTCHESTER, NY and also holds previous registrations in Connecticut and New York. Carmen’s previous experience includes working with Santander Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
12/18/2023 - Present
J.p. Morgan Securities LLC (EASTCHESTER NY)
CT
06/14/2016 - 09/01/2021
J.P. MORGAN SECURITIES LLC (STAMFORD CT)
NY
04/17/2015 - 04/04/2016
SANTANDER SECURITIES LLC (JACKSON HEIGHTS NY)
NY
06/03/2014 - 03/19/2015
J.P. MORGAN SECURITIES LLC (BRONX NY)
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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