Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Juliana Ramirez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria Juliana Ramirez has been in the industry since 1997. Maria Juliana Ramirez has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1995. Maria Juliana Ramirez has a Series 7, Series 9, Series 10, Series 31, and Series 66 license.
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
FL
10/19/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINTER PARK FL)
FL
11/01/1995 - 11/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/1995
Series 7 - General Securities Representative 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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