Unclaimed
Mayra Ramosson is a financial advisor in Miami, FL. Mayra is registered with Morgan Stanley and has been in the industry since March 15, 2009. Mayra has a wide range of experience in the financial services industry, including previous roles at Citigroup Global Markets Inc., J.P. Morgan Securities LLC, NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E*TRADE SECURITIES LLC. Mayra holds a variety of licenses and certifications, including Series 7, 63, 66, 24, 4, 52, 53, 55, 57, 9, 10, and 99.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/03/2023 - Present
Wealthpenn.comllc (Miami FL)
NJ
02/19/2019 - 11/02/2022
CITIGROUP GLOBAL MARKETS INC. (Jersey City NJ)
NY
11/05/2013 - 01/22/2019
J.P. MORGAN SECURITIES LLC (Brooklyn NY)
NY
03/18/2013 - 05/28/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
12/07/2011 - 04/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/14/2007 - 05/05/2011
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
01/08/2007 - 12/14/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 12/9/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/5/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/9/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/6/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2007
Series 4 - Registered Options Principal Examination
BC
Issued 2/6/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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