Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ramirez is a financial advisor at Charles Schwab & Co., Inc. in Mission Viejo, California. George has over 12 years of experience in the financial services industry and has held positions at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC, and J.P. Morgan Securities LLC. George is a Series 6, 7, 63, and 66 licensed advisor. George is dedicated to providing his clients with personalized financial advice and investment strategies that help them achieve their financial goals.
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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2
CA
05/11/2022 - Present
Charles Schwab & CO., Inc. (Mission Viejo CA)
CA
08/07/2020 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA NIGUEL CA)
CA
09/25/2018 - 10/03/2018
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
07/29/2016 - 08/29/2018
J.P. MORGAN SECURITIES LLC (SAN JUAN CAPISTRANO CA)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/7/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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