Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pramvera? Claim Your ProfilePramvera Ruiz is a financial advisor with over 18 years of experience in the financial services industry. Pramvera has been with Janney Montgomery Scott LLC since September 2023. Previously, Pramvera was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and held positions at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Pramvera holds a Series 7, Series 31, Series 63, and Series 66 securities licenses. Pramvera's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Fee plus commission
1
2
NJ
09/14/2023 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
01/09/2009 - 09/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
04/02/2007 - 01/12/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/24/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/30/2004 - 05/17/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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