Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lawrence Ramos is a financial advisor with over 20 years of experience in the industry. Andrew is currently registered with Convergence Financial and has been in the financial services industry since 2002. Andrew is also registered with LPL Financial LLC. Convergence Financial is an independent investment advisor firm registered with the SEC and is based in Columbia, MO.
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.
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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KS
03/29/2024 - Present
Convergence Financial (Prairie Village KS)
KS
04/02/2002 - 04/25/2024
EDWARD JONES (PRAIRIE VILLAGE KS)
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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