Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Ramos is a financial advisor with LPL Financial LLC. Melanie has been in the industry since 2003 and has been registered with LPL Financial LLC since 2006. Melanie is a registered representative and investment advisor. She has passed the Series 63, 66, 7, 24, 53, 99TO and SIE exams. Melanie is licensed in California. Melanie works in the San Diego office of LPL Financial LLC. Melanie has experience providing investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/31/2006 - Present
LPL Financial LLC (SAN DIEGO CA)
KS
02/09/2004 - 05/06/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
06/26/2002 - 03/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NE
07/17/2001 - 01/07/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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