Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Hernandez Ramirez is a financial advisor with Fidelity Personal and Workplace Advisors. Mario has been in the industry for over 15 years and has worked for various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thrivent Investment Management Inc., Essex National Securities, Inc., Gateway Investment Services, Inc., and CitiCorp Investment Services. Mario has a strong understanding of investment strategies and has experience working with a diverse range of clients, including high-net-worth individuals, corporations, and pension plans. Mario is passionate about helping individuals 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.
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.
A percentage of the total value of assets under management is charged.
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2
NV
12/05/2023 - Present
Fidelity Personal AND Workplace Advisors (LAS VEGAS NV)
NV
09/23/2019 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
CA
07/21/2017 - 05/07/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Glendale CA)
CA
09/15/2003 - 06/22/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
06/09/2003 - 09/15/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
NY
02/05/2003 - 05/02/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/11/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 11/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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