Unclaimed
Raul Jimenez Ramirez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in the District of Columbia, Maryland, and Texas. Raul Jimenez Ramirez is a Series 7TO and Series 66 licensed professional, having passed these exams in December 2019 and January 2020, respectively. Raul has been in the securities industry since December 2016. Raul Jimenez Ramirez is also a registered investment advisor, having been approved in March 2020 in the District of Columbia and February 2020 in Maryland. Raul Jimenez Ramirez has been with Merrill Lynch since October 2019. Raul Jimenez Ramirez's firm Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 trillion in assets.
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
MD
04/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HYATTSVILLE MD)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials 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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