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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ramos is an active investment advisor representative with Edward Jones, headquartered in GETTYSBURG, PA. Daniel joined Edward Jones in April 2021, bringing over 7 years of experience in the financial services industry. Prior to joining Edward Jones, Daniel worked at WELLS FARGO CLEARING SERVICES, LLC in YORK, PA. Daniel specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, partnerships, investment clubs, and limited liability companies. Daniel is licensed in 15 states and is a registered representative with FINRA and holds the Series 6, Series 7, Series 63, and Series 66 licenses.
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.
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.
See schedule d - miscellaneous
1
2
PA
04/06/2021 - Present
Edward Jones (GETTYSBURG PA)
PA
07/02/2018 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (YORK PA)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
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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