Mariah Ramirez
Advisor at Halbert Hargrove
Updated today
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.
Firm
Halbert Hargrove
Location
Long Beach, CA 90802-7908
Credentials
Series 65
Industry experience
< 1 year
About
Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.
Client services
Based on Halbert Hargrove
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Investment consulting
Expertise
Based on Halbert Hargrove
Private / alternative investments
Options & derivatives strategies
Retirement withdrawal strategies
Fee options
Financial planning and consulting fees are negotiable but generally fixed fees depending on scope and professional(s) involved.
$0 - $5,000,000: 1.00% $5,000,001 - $8,000,000: 0.75% $8,000,001+: 0.50%
Fee-only: Investment advisory services provided on a fee-only basis.
Location
111 West Ocean Boulevard, 23 Rd Floor
Long Beach, CA 90802-7908
Most active in
Mariah R has reported serving >5 clients in these states in the last 12 months.
California
Work history
Halbert Hargrove
2023 - Present (3 years)
Halbert Hargrove
2022 - 2023 (1 year)
Halbert Hargrove
2021 - 2022 (1 year)
Northwestern Mutual
2020 - 2021 (1 year)
CSULB Communication Department
2020 - 2021 (1 year)
Ukleja Center for Ethical Leadership at CSULB
2019 - 2022 (3 years)
Halbert Hargrove
2019 - 2020 (1 year)
California Girls State Alumnae Foundation
2019 - 2019 (1 year)
California State University Long Beach
2018 - 2022 (4 years)
Long Beach Unified School District
2018 - 2019 (1 year)
Robert A. Millikan High School
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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