Ramon Villafane Vera, financial advisor Guaynabo PR

Ramon Villafane Vera

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ramon E. Villafane Vera
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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