MFR Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Naples, Florida
CRD number
36308
Registered since
July 22, 1994

Firm profile

FINTRX

Overview

MFR Securities, Inc. is organized as a corporation and is classified in the snapshot data as an investment bank. The ownership is recorded as a domestic entity and individual combination. The firm is not listed as a capital allocator and the available profile does not identify it as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source data contains no detail about advisory activities, fee schedules, or client segments, so there is limited public information about how the firm sources business or the services it delivers beyond its classification as an investment bank.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Maria Ramirez

    Maria Ramirez

    Founder, CEO and PresidentCRD 1277347

Contacts

3 of 11
  • Andrew Miller

    FinOpCRD 5106774

  • Thomas Ollquist

    Thomas Ollquist

    Senior Vice PresidentCRD 1475604

  • Wendell Bristol

    Wendell Bristol

    Vice PresidentCRD 1985140

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
2150 Goodlette Frank Rd N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth