Unclaimed
Ramon Ernesto Villafane vera is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Guaynabo, Puerto Rico. Ramon Ernesto Villafane vera has been in the industry since 2014. Ramon Ernesto Villafane vera holds Series 6, 7, and 66 licenses and is registered with the states of California, Colorado, Delaware, Florida, Georgia, Nevada, New York, Puerto Rico, South Carolina, Tennessee, Texas, Virginia and Wyoming. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Ramon Ernesto Villafane vera worked for MML INVESTORS SERVICES, LLC.
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
PR
08/27/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
PR
10/18/2014 - 03/16/2015
MML INVESTORS SERVICES, LLC (HATO REY PR)
BOTH
Issued 12/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2014
Series 6 - Investment Company Products/Variable Contracts 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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