Theresa RamirezCRD Number: 7085651
Current Firm: Fidelity Personal And Workplace Advisors
Theresa Ramirez (CRD# 7085651) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has 1 year of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Fidelity Brokerage Services LLC||Santa Monica, CA||Jun 2020 - Current||1|
|Full-time Education||Fullerton, CA||Aug 2019 - May 2020||< 1|
|Fidelity Investments||Santa Monica, CA||Jun 2019 - Aug 2019||< 1|
|Full-time Education||Fullerton, CA||Aug 2016 - Jun 2019||2|
|Full-time Education||Torrance, CA||Aug 2003 - Jun 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2020|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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