Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agnes? Claim Your ProfileAgnes Ramirez is a financial advisor with Purshe Kaplan Sterling Investments in ROSEVILLE, CA. Agnes is registered with FINRA and has passed the Series 7 and Series 63 exams. Agnes has over 20 years of experience in the financial services industry. Agnes has held previous positions at INVEST FINANCIAL CORPORATION, PRINCIPAL FUNDS DISTRIBUTOR, INC., CITICORP INVESTMENT SERVICES, and CAL FED INVESTMENTS.
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.
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.
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CA
11/01/2013 - Present
Purshe Kaplan Sterling Investments (ROSEVILLE CA)
CA
10/31/2007 - 11/05/2013
INVEST FINANCIAL CORPORATION (ROSEVILLE CA)
CA
10/02/2003 - 10/29/2007
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
NY
02/05/2003 - 09/16/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/16/1998 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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