linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elia Alicia Ramirez cruz

Concorde Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elia? Claim Your Profile

About Elia Alicia Ramirez cruz

Elia Ramirez cruz is a registered representative with Concorde Asset Management, LLC. Elia holds the Series 6, Series 63, and Series 65 licenses. Elia has been in the financial services industry since August 2018. Prior to joining Concorde Asset Management, LLC, Elia worked at Wells Fargo Clearing Services, LLC. Elia specializes in working with high-net-worth individuals, corporations, and charitable organizations. Elia offers a variety of financial planning services, including portfolio management, pension consulting, and selection of other advisors.

Firm Information

Elia Ramirez cruz is currently registered with Concorde Asset Management, LLC. Concorde Asset Management, LLC is an investment advisory firm headquartered in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. They manage approximately $395 million in assets for over 2,500 clients.
Concorde Asset Management, LLC

3909 RESEARCH PARK DRIVE

ANN ARBOR, MI 48108

$395.11M

Assets Under Management

1,327

Total Clients

78

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Promoter fees from other advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elia Ramirez cruz’s Registration & Firm History

MI

11/01/2021 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

TX

08/20/2018 - 03/13/2020

WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)

Not sure if Elia Alicia Ramirez cruz is right for you?

Licenses & Designations

IA

Issued 09/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elia Alicia Ramirez cruz.
Not sure if Elia Alicia Ramirez cruz is right for you?