Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you German? Claim Your ProfileGerman Mauricio Ramirez is a financial advisor currently registered with Independent Financial Partners. German has been in the industry since 2006, previously working with Charles Schwab & Co., Inc., Investacorp, Inc., National Planning Corporation, MML Investors Services, Inc. and AXA Advisors, LLC. German is currently registered with the state of California, Colorado, Connecticut, Florida, Illinois, Montana, New Jersey, North Carolina, Ohio, Oregon, South Carolina and Texas. German holds the Series 66, Series 7 and SIE securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
07/08/2019 - Present
Independent Financial Partners (Coral Gables FL)
FL
07/13/2012 - 07/28/2015
CHARLES SCHWAB & CO., INC. (CORAL GABLES FL)
FL
11/15/2011 - 06/19/2012
INVESTACORP, INC. (CORAL GABLES FL)
FL
06/27/2007 - 11/18/2011
NATIONAL PLANNING CORPORATION (MIAMI FL)
FL
11/27/2006 - 03/28/2007
MML INVESTORS SERVICES, INC. (CORAL GABLES FL)
FL
12/09/2005 - 11/28/2006
AXA ADVISORS, LLC (MIAMI FL)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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