Joni Rametta, financial advisor Sarasota FL
86 score

Joni Rametta

CRD Number: 1394160
Current Firm: Wealth Planning And Design LLC

Joni Rametta (CRD# 1394160) is an Investment Advisor Representative working at Wealth Planning And Design LLC in Sarasota, FL and has over 31 years of experience in the finance industry. Joni Rametta 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.

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Professional Designations
Company Name Location Dates Years
Wealth Planning And Design LLC Sarasota, FL Apr 2015 - Current 1
Nepsis Advisor Services, Inc. Minneapolis, MN Oct 2012 - Mar 2016 3
Morgan Stanley Smith Barney Sarasota, FL Jun 2009 - Oct 2012 3
Citigroup Global Markets Inc. Sarasota, FL Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joni Rametta
Phone Number: 941-361-1484
Firm Website: http://joniandmark.com/
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $234,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, NH, NY, TX

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BADGES
86

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