Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Felipe Ramirez is a financial advisor affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Jorge is a licensed Series 6, 7, 63, and SIE representative. Jorge has been in the financial services industry since July 2008 and specializes in providing financial advice to a variety of clients including individuals, corporations, insurance companies, charitable organizations, and pension plans. Prior to joining Merrill Lynch, Jorge was with WELLS FARGO ADVISORS, LLC in Oldsmar, FL. Jorge is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
10/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAVANNAH GA)
FL
07/08/2008 - 08/23/2011
WELLS FARGO ADVISORS, LLC (OLDSMAR FL)
BC
Issued 07/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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