Theresa Ramirez, financial advisor Santa Monica CA

Theresa Ramirez

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Theresa A. Ramirez
Phone Number: 617-563-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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