Unclaimed
Gilberto Ramon Ramos is a financial advisor who has been in the industry since December 1999. Gilberto holds the Series 6 and Series 63 licenses. Currently, Gilberto is registered with Centaurus Financial, Inc. located in EL PASO, TX. Gilberto has been with the firm since February 2011. In the past, Gilberto was registered with firms including New England Securities, MetLife Securities Inc. and Metropolitan Life Insurance Company. Gilberto's current registrations are with the states of California, New Mexico, and Texas.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
02/28/2011 - Present
Centaurus Financial, Inc. (EL PASO TX)
AZ
06/24/2004 - 03/07/2011
NEW ENGLAND SECURITIES (PHOENIX AZ)
MA
12/21/1999 - 07/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/21/1999 - 07/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gilberto Ramos is the right advisor for you? Invested Better is here to help.