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. Juliana has been in the industry since 2008 and has experience with a variety of firms, including Charles Schwab & Co., Inc., T. Rowe Price Investment Services, Inc., and TD Ameritrade, Inc. Juliana has a strong track record of success and is committed to providing her clients with personalized financial advice and guidance.
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 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2009
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
Not sure Juliana Ramirez is the right advisor for you? Invested Better is here to help.
