Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dieter? Claim Your ProfileDieter Ramaekers is a financial advisor with over 20 years of experience in the industry. Dieter currently works with Raymond James Financial Services Advisors, Inc., where Dieter is registered as a Registered Representative and Investment Advisor Representative. Prior to this, Dieter worked with Morgan Stanley for seven years. Dieter is a Certified Financial Planner and has several professional designations. Dieter has experience in portfolio management, financial planning, and pension consulting. Dieter works with a wide variety of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Dieter has a strong track record of providing financial advice to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (Santa Cruz CA)
CA
06/01/2009 - 08/11/2016
MORGAN STANLEY (SAN JOSE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
03/11/1998 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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