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Tatiana Ramirez pachon

SVB Wealth

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About Tatiana Ramirez pachon

Tatiana Ramirez pachon is a financial advisor with SVB Wealth, based in Coconut Grove, Florida. Tatiana Ramirez pachon has been in the financial services industry since September 20, 2020. Prior to joining SVB Wealth, Tatiana Ramirez pachon worked at Fidelity Brokerage Services LLC. Tatiana Ramirez pachon holds the Series 66, Series 7TO and SIE licenses. Tatiana Ramirez pachon specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisors and planned giving.

Firm Information

Tatiana Ramirez pachon is currently registered with SVB Wealth. SVB Wealth, based in Boston, MA, provides a range of wealth management services to individuals, businesses, and institutions. They offer financial planning, portfolio management, planned giving, family office services, and educational seminars. The firm has a strong focus on serving high-net-worth individuals and corporations, managing over $6.6 billion in assets for a diverse clientele.
SVB Wealth

53 STATE STREET

BOSTON, MA 02109

$6.63B

Assets Under Management

35

Total Clients

89

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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planned giving, family office, wealth planning

Planned giving, family office, wealth planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tatiana Ramirez pachon’s Registration & Firm History

FL

10/07/2022 - Present

SVB Wealth (Coconut Grove FL)

FL

07/21/2020 - 08/04/2022

FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)

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Licenses & Designations

BOTH

Issued 08/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tatiana Ramirez pachon.
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