Noe Ramirez
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 66
Industry experience
2 years
Noe Ramirez is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to understand their priorities and develop tailored financial strategies aimed at achieving short-, mid-, and long-term goals. His approach includes providing guidance on general investing, retirement planning, and preparing for unexpected financial needs, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Ramirez brings expertise in managing the complex financial demands that clients face, such as buying a home, saving for education, caring for elderly family members, and planning for healthcare needs. He emphasizes ongoing advice and portfolio adjustments to align with clients’ evolving circumstances. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Ramapo College. Ramirez is fluent in English and Spanish and is affiliated with professional organizations including Alpha Kappa Psi and Sponsors for Educational Opportunity (SEO).
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Texas
Bank Of America, N.a.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Merrill
2022 - 2022 (1 year)
Ramapo College Center for Student Involvment
2022 - 2023 (1 year)
Next Press LLC
2021 - 2022 (1 year)
Ramapo College of New Jersey
2020 - 2021 (1 year)
Staples
2019 - 2021 (2 years)
Union 5 and 10
2018 - 2019 (1 year)
BOB'S Stores
2018 - 2018 (1 year)
Babies R Us
2017 - 2018 (1 year)
Passaic County Technical Institute
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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