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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvaro? Claim Your ProfileAlvaro Vincent Ramirez is a financial advisor at Morgan Stanley in New York, NY. Alvaro has been working in the financial services industry since February 9, 2005, and holds registrations in 53 states. Previously, Alvaro was employed by UBS Financial Services Inc. and First Investors Corporation. Alvaro is licensed to provide investment advice in both Broker-Dealer and Investment Advisor capacities. Alvaro provides financial advice to individuals, corporations, insurance companies, charitable organizations, and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/19/2011 - Present
Morgan Stanley (New York NY)
NY
10/27/2006 - 01/25/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
12/06/2004 - 08/21/2006
FIRST INVESTORS CORPORATION (STAMFORD CT)
BOTH
Issued 08/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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