Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Ramirez is a registered representative with UBS Financial Services Inc. in Norfolk, VA. Marie has been in the industry since 1999 and has experience with a number of firms, including Davenport & Company LLC and Morgan Stanley Smith Barney. Marie specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
VA
06/02/2023 - Present
UBS Financial Services Inc. (NORFOLK VA)
VA
03/18/2010 - 02/15/2023
DAVENPORT & COMPANY LLC (WILLIAMSBURG VA)
VA
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (WILLIAMSBURG VA)
VA
04/28/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSBURG VA)
VA
10/08/2008 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
MD
02/13/1998 - 03/27/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
11/25/1987 - 06/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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