Patricia Lynn Ramirez

Current Employers

Employment History

• 04/2015 → 09/2024
  Raymond James & Associates, Inc
  Concord, CA
• 09/2024 → Present
  Vanderbilt Financial Group
  Woodbury, NY

Previous Registrations

• 2015-04-13 → 2024-09-30
  Raymond James & Associates, Inc.
  Walnut Creek, CA
  Concord, CA
• 2009-06-01 → 2015-04-21
  Morgan Stanley
  Berkeley, CA
  San Francisco, CA
• 2007-09-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Berkeley, CA
  Berkeley, CA

Other Businesses

1) New Mexico Rental Property. Not investment related. Start date: 09/21/2024. Address: 1104 Pueblo Gardens Ct. Las Cruces NM, 88007. Title: Owner. Duties: My husband and local property manager manages the property and tenants. I just pay the bills.. Time spent during regular hours: 0%. 2) Monarch Mindset. Not investment related. Start date: 09/21/2024. Address: 3939 Beechwood Dr., Concord, CA, 94519. Title: Owner/Money Mindset Coach. Duties: Money mindset coach for women. Hold virtual 9 week "Rewrite Your Money Story" program quarterly. Post content on social media (IG, FB and LinkedIn). Time spent during regular hours: 0%. 3) Certified Divorce Financial Analyst. Investment related. Start date: 09/21/2024. Address: 3939 Beechwood Dr, Concord, CA, 94519. Title: Analyst. Duties: CDFA Professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA?? professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client???s financial future. I create a divorce financial plan and charge a fee through the Firm. Time spent during regular hours: 5%. 4) Ramirez Wealth Management. Not Investment related. Start date: 10/01/2024. Address: 3939 Beechwood Dr, Concord, CA, 94519. Title: President/Advisor. Duties: Financial planning, investment management services tailored to each client's unique goals, risk tolerance, and financial situation. Develop and implement suitable strategies across retirement planning, investment portfolios, estate considerations, and tax efficiency-while maintaining full compliance with regulatory standards and fiduciary obligations. I work collaboratively with clients and their professional teams to ensure that all recommendations are aligned with their long-term financial objectives and executed through a compliant, ethical framework supported by Vanderbilt's oversight and Schwab's custodial platform. Time spent during regular hours: 100%.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  1998-06-02

Other Names

• Patricia Cox
• Patricia L Barry
• Patricia Lynn Barry