Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Ramirez is a registered representative with Charles Schwab & CO., Inc. Edgar has been in the industry since September 13, 2015. Edgar's current registrations are: Registered Representative, State of Texas, approved on April 30, 2018. Edgar has passed several exams including: Series 66 (Uniform Combined State Law Examination), Series 4 (Registered Options Principal Examination), Series 9 (General Securities Sales Supervisor - Options Module Examination), Series 34 (Retail Off-Exchange FOREX Examination), SIE (Securities Industry Essentials Examination), Series 3 (National Commodity Futures Examination), and Series 7 (General Securities Representative Examination). Prior to joining Charles Schwab & CO., Inc. Edgar worked at FIDELITY BROKERAGE SERVICES LLC in WESTLAKE, TX. Edgar is registered in all 50 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
04/30/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/08/2015 - 04/16/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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