Ramon Villafane VeraCRD Number: 6317068
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ramon Villafane Vera (CRD# 6317068) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Guaynabo, PR and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kovack Advisors, Inc.
Lincoln Financial Securities Corporation
|Bank Of America, N.a.||Guaynabo, PR||Dec 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Guaynabo, PR||Aug 2017 - Current||4|
|Jmmb Puesto De Bolsa, Santo Domingo||Santo Domingo,||Aug 2015 - Aug 2017||2|
|Unemployed||Guaynabo, PR||Mar 2015 - Aug 2015||< 1|
|Mml Investors Services, LLC||Hato Rey, PR||Jul 2014 - Mar 2015||< 1|
|Massachusetts Mutual Life Insurance Co||Hato Rey, PR||Nov 2012 - Mar 2015||2|
|Unemployed||Guaynabo, PR||May 2012 - Nov 2012||< 1|
|University Of Puerto Rico||San Juan, PR||Aug 2006 - May 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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