Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Cecilia Ramirez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rita has been in the securities industry for 22 years. Rita has a broad range of experience in the securities industry and has worked with a variety of clients, including individuals, corporations, and institutions. Rita is also registered as an Investment Advisor Representative and offers a variety of financial planning services. Rita has been with Merrill Lynch since 2009 and has worked with Bank of America Investment Services, Inc., SunTrust Investment Services, Inc., and Northern Trust Securities, Inc. prior to Merrill Lynch.
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
FL
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
09/17/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
08/02/2004 - 09/11/2007
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI BEACH FL)
MA
11/09/2001 - 06/11/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
02/01/2001 - 08/28/2001
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2001
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
Not sure Rita Ramirez is the right advisor for you? Invested Better is here to help.
