Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ramirez is a financial professional with over 25 years of experience in the financial services industry. David is a registered representative of MML Investors Services, LLC and offers a wide range of financial products and services, including asset allocation, financial planning, and portfolio management. Prior to joining MML Investors Services, LLC, David held positions at LPL FINANCIAL CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., HANTZ FINANCIAL SERVICES, INC., VESTAX SECURITIES CORPORATION, CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., and MML INVESTORS SERVICES, INC. David is a Certified Financial Planner™ and a Chartered Financial Consultant. David also serves as a Board Member for ALL THE WORLD'S A STAGE INV REL. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 24, 53, and 63 licenses. David is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MI
01/17/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
03/20/2008 - 05/20/2008
LPL FINANCIAL CORPORATION (BINGHAM FARMS MI)
MI
10/26/2007 - 11/29/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALINE MI)
MI
03/22/2005 - 10/08/2007
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
11/18/1999 - 12/03/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
01/02/1998 - 11/16/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/24/1995 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
10/19/1992 - 03/24/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 04/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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