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Joni Rametta

Oneseven

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About Joni Rametta

Joni Rametta is an investment advisor representative registered with both Oneseven and WR Wealth Planners LLC. Joni's primary business is based out of Sarasota, FL and is registered to provide advisory services in Florida and Texas. Joni's previous experience includes working with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and E.F. Hutton & Company Inc.. Joni is licensed with Series 7, Series 31, and Series 63 licenses as well as the Series 65 examination. Joni is a Certified Financial Planner.

Firm Information

Joni Rametta is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Joni Rametta’s Registration & Firm History

FL

02/06/2025 - Present

Oneseven (Sarasota FL)

FL

06/01/2009 - 10/25/2012

MORGAN STANLEY (SARASOTA FL)

FL

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)

NY

07/15/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

08/21/1985 - 07/15/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 07/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joni Rametta.
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