Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon E. Valet is a financial advisor with Oppenheimer & Co. Inc. Ramon has been in the financial industry since 2004 and holds Series 7, 63, 65 and 66 licenses. Ramon has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc.. He is a Registered Representative and Investment Advisor Representative in New Jersey and New York. Ramon specializes in Retirement planning, Portfolio management for individuals, Portfolio management for businesses, Portfolio management for pooled investment vehicles, Financial planning 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/20/2008 - 01/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/12/2004 - 06/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
11/12/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ramon Valet is the right advisor for you? Invested Better is here to help.
