Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ramirez is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC and holds Series 63, 65, 7TO and SIE licenses. Christopher has previously worked with Ameriprise Financial Services, LLC and NTB Financial Corporation. Christopher specializes in providing investment consulting services to institutional clients as well as financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher is committed to helping clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and objectives.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
11/28/2022 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
08/06/2021 - 12/05/2022
AMERIPRISE FINANCIAL SERVICES, LLC (HURST TX)
TX
01/27/2020 - 09/02/2021
NTB FINANCIAL CORPORATION (Hurst TX)
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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