Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana Ramirez is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2008. Juliana is registered with FINRA and is a Registered Investment Advisor. Juliana has Series 6, 7, 9, 10, 63 and 66 licenses and has worked with multiple firms in the past including TD Ameritrade, Inc., Charles Schwab & Co., Inc. and T. Rowe Price Investment Services, Inc. Juliana has experience in portfolio management for businesses and individuals and also provides financial planning services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/03/2023 - Present
J.p. Morgan Securities LLC (TAMPA FL)
FL
02/09/2022 - 03/15/2023
TD AMERITRADE, INC. (Sarasota FL)
FL
11/06/2018 - 03/14/2023
CHARLES SCHWAB & CO., INC. (Sarasota FL)
FL
05/25/2017 - 11/05/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
05/14/2014 - 04/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
08/19/2013 - 04/30/2014
TD AMERITRADE, INC. (TAMPA FL)
FL
11/19/2007 - 08/07/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/1/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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