Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Ramirez is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with over 14,000 employees and $818.7 billion in regulatory assets under management. Adrian has been in the securities industry since May 19, 2018. Adrian is registered to provide investment advice in 53 states and Puerto Rico.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/13/2022 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
05/01/2018 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (CULVER CITY CA)
BOTH
Issued 06/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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