Joseph
Ramirez

Deutsche Bank Securities Inc

CRD#7297421
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Ramirez is a financial advisor working out of New York, New York with a total of 1 year of relevant experience. Ramirez is currently employed by Deutsche Bank Securities Inc. Throughout their career, Ramirez has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Vinyard Vines, Suffolk County Democratic Committee, University Of New Hampshire, Duwayne Gregory For Congress, Wyandanch Resource Center, Cam Kenney For State Representative, Town Of Babylon, University Of New Hampshire Carsey School Of Public Policy, Booster Media Inc, Civix Strategy Group, St John The Baptist Diocesan High School, Crosswinds Golf Club, Trumid Financial LLC, Electronifie Securities LLC and Deutsche Bank Securities Inc. Ramirez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New York. Deutsche Bank Securities Inc is a registered investment company headquartered in New York, NY. The firm has a total of 1,585 employees. It manages $21 million in total assets between its 15 accounts, making it one of the smaller firms in the United States by assets under management. Of its 15 client accounts, 47% are held by high-net-worth clients who have more than $1 million in investable assets. Deutsche Bank Securities Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fee schedules typically vary depending on the type of financial services offered. However, fees charged by Deutsche Bank Securities Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Columbus Circle
New York, NY 10019

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Deutsche Bank Securities Inc Brokerage Details

Total Assets Under Management

$21,348,952

NY Average: $7,464,549,021
Total Number of Employees

1,585

NY Average: 88
Total Number of Accounts

15

NY Average: 3,892
Average Account Size

$1,423,263

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services

Joseph Ramirez Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Deutsche Bank Securities Inc

2022 - 2022 (< 1 year)

Trumid Financial LLC

2022 - 2022 (< 1 year)

Electronifie Securities LLC

2020 - 2022 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2020 (< 1 year)

Civix Strategy Group

2020 - 2020 (< 1 year)

Crosswinds Golf Club

2019 - 2019 (< 1 year)

University Of New Hampshire Carsey School Of Public Policy

2019 - 2019 (< 1 year)

Town Of Babylon

2019 - 2020 (1 year)

Booster Media Inc

2018 - 2018 (< 1 year)

Duwayne Gregory For Congress

2018 - 2018 (< 1 year)

Wyandanch Resource Center

2018 - 2018 (< 1 year)

Cam Kenney For State Representative

2018 - 2019 (1 year)

Town Of Babylon

2017 - 2017 (< 1 year)

Suffolk County Democratic Committee

2016 - 2020 (4 years)

University Of New Hampshire

2015 - 2015 (< 1 year)

Vinyard Vines

2012 - 2016 (4 years)

St John The Baptist Diocesan High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Ramirez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Deutsche Bank Securities Inc

Mayra Fonseca
Los Angeles, CA
Jean-Philippe Mourra
New York, NY
Benedikt Löneke
New York, NY
Jeffrey Rait
Jacksonville, FL
Robert Mckay
Jacksonville, FL
Joseph Ramirez
New York, NY
Nicholas Giovacchini
New York, NY
Zbynek Kozelsky
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started