Unclaimed
Samuel Ramirez is an investment advisor representative with Fifth Third Securities, Inc. Samuel has been in the securities industry since May 2012. Samuel has a Series 7, Series 66 and SIE license and is registered in 19 states. Samuel has been with Fifth Third Securities, Inc. since November 2019, and previously worked for The Huntington Investment Company. Samuel specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Samuel is also an owner of Samuel Ramirez Music and performs and composes music in University Heights, Ohio.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/15/2019 - Present
Fifth Third Securities, Inc. (CUYAHOGA FALLS OH)
OH
10/17/2014 - 11/18/2019
THE HUNTINGTON INVESTMENT COMPANY (PEPPER PIKE OH)
OH
05/08/2012 - 10/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 8/4/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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