Daena Ramiah (CRD# 4814072) is an Investment Advisor Representative working at Brook Capital in Brookfield, WI and has over 18 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Jun 2018 - Current | 5 |
| Brook Capital | Brookfield, WI | Jan 2018 - Current | 6 |
| First Allied Securities, Inc. | San Diego, CA | Feb 2017 - Jun 2018 | 1 |
| Unemployed | San Francisco, CA | Sep 2016 - Feb 2017 | < 1 |
| Joyable | San Francisco, CA | Nov 2015 - Sep 2016 | < 1 |
| Self-employed | San Francisco, CA | Sep 2015 - Nov 2015 | < 1 |
| Unemployed | San Francisco, CA | Sep 2014 - Sep 2015 | 1 |
| Sutter Health | San Francisco, CA | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- CA
- WI
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,417ACCOUNTS
-
Average Account Value$148,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, IL, MD, MN, TX, UT, VA, WI
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