Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Etelvina? Claim Your ProfileEtelvina Ramirez is a financial professional registered with Charles Schwab & Co., Inc. in Omaha, NE. Etelvina has been in the industry since 2019. Etelvina holds the Series 63, Series 24, Series 7TO and SIE licenses. Etelvina was previously registered with TD AMERITRADE, INC. in SAN DIEGO, CA. Etelvina specializes in Financial Planning, portfolio management and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
03/30/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
CA
10/01/2019 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 05/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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