Unclaimed
Elvin Augusto Ramirez is a financial advisor with Missionsquare Retirement. Elvin has been in the financial industry since 2009. Elvin is registered with the state of Florida as a both a broker and an investment advisor representative. Elvin has Series 6, 7, 63, and 65 securities licenses, and the SIE exam. Elvin has previously worked for ADP Broker-Dealer, Inc., PRUCO Securities Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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.
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.
1
2
DC
06/29/2020 - Present
Missionsquare Retirement (WASHINGTON DC)
NJ
02/20/2015 - 03/10/2020
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
03/02/2001 - 05/10/2004
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
04/12/2000 - 01/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/20/1998 - 04/04/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/20/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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