Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ramos is a financial advisor who is registered with J.P. Morgan Securities LLC. David has been in the industry for over 9 years and has a Series 6 and Series 63 license. David has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. David has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IN
07/05/2023 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IN
11/04/2022 - 06/12/2023
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
10/13/2020 - 10/18/2022
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
06/30/2014 - 12/04/2019
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
BC
Issued 09/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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