Caroline Ramirez Email & Phone Number | I am a Mutual Funds Trader at LPL Financial, the largest independent broker-dealer in the US, where I execute trades and manage portfolios for clients and advisors. I have over seven years of experience in the banking and financial services industry, having worked as a Relationship Banker and a Personal Banker at Wells Fargo Advisors and Wells Fargo, respectively. I have earned the Series 63, Series 06, and SIE certifications from FINRA, demonstrating my knowledge and proficiency in securities and investment products. I have also developed strong skills in banking, relationship building, and business relationship management, which enable me to provide excellent service and advice to my clients and partners. My mission is to help clients achieve their financial goals and objectives, while adhering to the highest ethical and professional standards. I am passionate about the financial markets and the mutual fund industry, and I enjoy learning new trends and strategies. I value teamwork, collaboration, and diversity, and I am always eager to contribute to the success of my team and organization.

Caroline Ramirez

I am a Mutual Funds Trader at LPL Financial, the largest independent broker-dealer in the US, where...
San Diego, California, United States

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Caroline Ramirez’s Location San Diego, California, United States

Caroline Ramirez’s Current Industry Lpl Financial

Caroline Ramirez’s Prior Industry Wells Fargo Advisors | Wells Fargo

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Mutual Funds Trader

2022-12-01 00:00:00 - Present

Relationship Banker REG

2017-05-01 00:00:00 - 2022-12-01 00:00:00

Personal Banker

2015-07-01 00:00:00 - 2017-05-01 00:00:00

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Caroline Ramirez is a I am a Mutual Funds Trader at LPL Financial, the largest independent broker-dealer in the US, where I execute trades and manage portfolios for clients and advisors. I have over seven years of experience in the banking and financial services industry, having worked as a Relationship Banker and a Personal Banker at Wells Fargo Advisors and Wells Fargo, respectively. I have earned the Series 63, Series 06, and SIE certifications from FINRA, demonstrating my knowledge and proficiency in securities and investment products. I have also developed strong skills in banking, relationship building, and business relationship management, which enable me to provide excellent service and advice to my clients and partners. My mission is to help clients achieve their financial goals and objectives, while adhering to the highest ethical and professional standards. I am passionate about the financial markets and the mutual fund industry, and I enjoy learning new trends and strategies. I value teamwork, collaboration, and diversity, and I am always eager to contribute to the success of my team and organization.