Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Ramirez is a financial advisor with The Ameriflex Group in Torrance, California. Andre is a Certified Financial Planner™ professional. Andre has over 10 years of experience in the financial services industry. Andre has worked with a variety of clients, including high-net-worth individuals, families, businesses, and retirement plans. Andre specializes in financial planning, investment management, and retirement planning. Andre is also a licensed insurance agent.
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.
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.
1
2
CA
04/26/2022 - Present
THE Ameriflex Group (Torrance CA)
CA
04/26/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
CA
08/12/2016 - 04/28/2022
U.S. BANCORP INVESTMENTS, INC. (BELLFLOWER CA)
CA
12/19/2014 - 08/15/2016
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
05/21/2008 - 04/28/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
CA
01/01/2007 - 02/25/2008
WELLS FARGO INVESTMENTS, LLC (TORRANCE CA)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andre Ramirez is the right advisor for you? Invested Better is here to help.
