Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Ramirez is a financial advisor with Robert W. Baird & Co. Inc. Victoria has been in the financial industry since 1993 and holds Series 63, 65, 7 and SIE licenses. Victoria is a licensed financial advisor in both Illinois and Iowa. Before joining Robert W. Baird & Co. Inc. Victoria worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Eagle One Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Victoria specializes in retirement planning, college savings, investment planning, estate planning and insurance 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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IA
02/28/2014 - Present
Robert W. Baird & Co. Inc. (Quad Cities IA)
IA
01/03/2011 - 02/11/2013
WELLS FARGO ADVISORS, LLC (DAVENPORT IA)
CA
08/08/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
10/12/2005 - 07/31/2007
EAGLE ONE INVESTMENTS, LLC (BETTENDORF IA)
NY
10/20/1987 - 06/19/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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