William Blair &
47yrs
Top advisor by experience in Illinois
21yrs
Mabel Ramirez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 68% of advisors in Chicago
OfficeChicago, IL
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- 2022 – 2025J.p. Morgan Securities LLCPreviously
Questions to ask Mabel
Tailored to Mabel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mabel
How do I contact Mabel?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Mabel Ramirez. Mabel works from the Chicago, IL office.
How long has Mabel been a financial advisor?
Mabel has been in the industry since 2006, about 21 years. More experience than 68% of advisors in Chicago.
What licenses does Mabel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mabel a fiduciary?
Mabel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mabel paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mabel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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