Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vera-lucia? Claim Your ProfileVera-lucia Rampartap is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Vera-lucia has over 20 years of experience in the financial services industry, having previously been registered with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Vera-lucia holds a Series 66, Series 7 and SIE license and currently holds active registrations in Connecticut and Massachusetts. Vera-lucia provides financial planning and investment advisory services to individuals, families, and businesses, including retirement planning, college savings, and estate planning.
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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/12/2024 - Present
Ameriprise Financial Services, LLC (Waltham MA)
MA
07/08/2021 - 06/13/2024
MORGAN STANLEY (Boston MA)
MA
03/19/2021 - 06/04/2021
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
11/23/2010 - 05/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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