Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilia? Claim Your ProfileLilia Meneses Ramos is a financial advisor with Wells Fargo Clearing Services, LLC. Lilia has been in the industry since 2001 and has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Lilia holds a Series 7, Series 9, Series 10, and Series 66 licenses, and she has a strong understanding of the investment industry. Lilia is committed to providing her 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.
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.
Investment consulting services to institutional clients
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
MO
06/03/2002 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 05/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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