Unclaimed
Jonathan Ramirez is a financial professional with over 9 years of experience in the financial services industry. Jonathan is currently registered with Franklin Distributors, LLC in San Mateo, CA. Jonathan previously worked with BLACKROCK INVESTMENTS, LLC. Jonathan holds the Series 7, Series 63, Series 7TO and SIE licenses.
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
CA
05/31/2023 - Present
Franklin Distributors, LLC (San Mateo CA)
NY
01/16/2014 - 09/04/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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