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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Mockoviak is an investment advisor representative at Chevy Chase Trust Co. Ramona has been in the industry for over 13 years. She is registered with the state of Maryland, Virginia, and the District of Columbia. Ramona has a wide range of experience in the financial services industry. She has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. Ramona has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice. She specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
Trustee and investment manager for collective funds
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.
A percentage of the total value of assets under management is charged.
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MD
09/09/2022 - Present
Chevy Chase Trust Co. (BETHESDA MD)
VA
10/23/2009 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)
VA
01/26/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
VA
06/03/2004 - 11/17/2008
BB&T INVESTMENT SERVICES, INC. (FALLS CHURCH VA)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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