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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ramirez is an investment advisor representative with Empower Advisory Group, LLC, a firm based in Greenwood Village, Colorado. David has been working in the financial industry since 2001, and is a Series 6, 63, 65 and 26 licensed professional. David has experience with providing financial planning and portfolio management services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. David is licensed in California and Idaho. Prior to joining Empower Advisory Group, LLC, David worked for Signator Investors, Inc., NYLIFE Distributors LLC, Securian Financial Services, Inc., and C.R.I. Securities, Inc..
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
03/07/2017 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
04/14/2015 - 10/16/2015
SIGNATOR INVESTORS, INC. (WESTWOOD MA)
NJ
06/11/2013 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MN
07/25/2001 - 03/02/2011
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
07/25/2001 - 05/07/2004
C.R.I. SECURITIES, INC. (ST. PAUL MN)
BC
Issued 08/24/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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