Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Ramirez is a financial advisor with over 25 years of experience in the industry. David is a Certified Financial Planner and a Chartered Financial Consultant. David has been registered with Mml Investors Services, LLC since 2008 and has held various positions in the financial services industry including working with VestAx Securities Corporation, Cadaret, Grant & Co., Inc. and AIG Equity Sales Corp. David is registered to provide financial advice in 53 states and the District of Columbia. David's primary focus is on providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and trusts, foundations and endowments. David's firm is committed to providing comprehensive financial planning services that include asset allocation programs, portfolio management, and investment management for businesses and individuals.
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 4/29/2005
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Ramirez is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
