Unclaimed
Leonardo Ramirez is an active registered representative with J.p. Morgan Securities LLC, a firm that manages more than $50 billion in assets for over 262,000 clients. Leonardo Ramirez is registered in 22 states and has been in the industry since February 2013. Leonardo Ramirez has passed three industry exams, including the Series 6, Series 7, and SIE exams, and has also passed the Uniform Combined State Law Examination (Series 66). Before joining J.p. Morgan Securities LLC, Leonardo Ramirez worked with STATETRUST INVESTMENTS INC. and JPMORGAN CHASE BANK.
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
11/05/2019 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
11/05/2009 - 07/26/2010
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2013
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 Leonardo Ramirez is the right advisor for you? Invested Better is here to help.