Unclaimed
Samuel Ramirez is a registered representative at Fifth Third Securities, Inc. Samuel has been in the securities industry since 2012 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Samuel has Series 7 and Series 66 licenses. Samuel also has a background in music performance and composition, and is the owner of Samuel Ramirez Music in University Heights, Ohio. Samuel is a dedicated professional with a strong commitment to client service and providing personalized financial advice.
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 08/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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