Dieter RamaekersCRD Number: 3006125
Current Firm: Raymond James Financial Services Advisors, Inc.
Dieter Ramaekers (CRD# 3006125) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry. Dieter Ramaekers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Raymond James Financial Services, Inc.||Los Gatos, CA||Jul 2016 - Current||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2016||1|
|Morgan Stanley Smith Barney||San Jose, CA||Jun 2009 - Jul 2016||7|
|Morgan Stanley & Company, Incorporated||San Jose, CA||Apr 2007 - Jun 2009||2|
|Dean Witter Reynolds Inc.||San Jose, CA||Dec 1997 - Apr 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV