Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Lanay Ramirez is a financial advisor with over 15 years of experience in the financial services industry. She currently holds a Series 6, 7, and SIE licenses and is registered with National Financial Services LLC. Previously, Christy has worked with Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Fidelity Investments Institutional Services Company, 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.
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2
TX
06/23/2016 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/13/2014 - 04/12/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/01/2012 - 03/28/2013
J.P. MORGAN SECURITIES LLC (LEWISVILLE TX)
TX
10/13/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
TX
02/12/2008 - 02/19/2009
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
TX
02/28/2007 - 02/12/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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