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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mayra? Claim Your ProfileMayra C Ramirez is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Mayra is a seasoned professional in the industry with over 17 years of experience. Mayra has been with Merrill Lynch since July 2012. Mayra holds Series 7 and Series 66 licenses and the Securities Industry Essentials Examination (SIE). Mayra is active in both the broker-dealer and investment advisor channels and is registered in 18 states. Mayra's specializations include Retirement Planning, Education Planning, Asset Allocation, Insurance and Estate Planning.
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
03/21/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AVENTURA FL)
FL
09/22/2008 - 07/19/2012
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
03/19/2008 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
FL
11/16/2005 - 03/12/2008
HSBC SECURITIES (USA) INC. (MIAMI FL)
BOTH
Issued 08/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
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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