Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Ramos is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leonardo has been in the industry for over 1 year. Leonardo has a Series 7, Series 66, and SIE license, and is registered in 53 states for both broker-dealer and investment advisor activities. Leonardo has expertise in providing financial advice for individuals, businesses, corporations, and other organizations. Leonardo is also registered to provide investment advice to pension and profit-sharing plans, state or municipal government entities, and charitable organizations. In addition to Leonardo's work with Merrill Lynch, Leonardo also works as an independent contractor for Doordash.
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
NJ
03/30/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
BOTH
Issued 03/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials 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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