Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ramirez is a financial advisor based in Laguna Hills, CA. Gregory has been in the financial services industry for over 20 years. Gregory is registered with Advisors On Call, LLC. Gregory has experience in financial planning, pension consulting, and portfolio management. Gregory is also a registered investment advisor in California, Texas, and Wisconsin.
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.
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.
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CA
01/01/2025 - Present
Advisors ON Call (LAGUNA HILLS CA)
CA
09/22/2017 - 06/07/2018
CABIN SECURITIES, INC. (Laguna Hills CA)
CA
04/27/2015 - 10/06/2017
SILBER BENNETT FINANCIAL, INC. (ENCINO CA)
CA
02/12/2013 - 04/21/2015
RICHFIELD ORION INTERNATIONAL, INC. (Laguna Hills CA)
CA
01/25/2012 - 12/04/2012
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (WHITTIER CA)
CT
03/01/2011 - 03/30/2011
VISION (STAMFORD CT)
CA
01/24/2008 - 10/25/2010
NATIONAL SECURITIES CORPORATION (IRVINE CA)
CA
07/12/2006 - 01/07/2008
WELLS FARGO INVESTMENTS, LLC (ONTARIO CA)
CA
12/14/2001 - 07/07/2006
CUNA BROKERAGE SERVICES, INC. (LAKEWOOD CA)
CA
11/28/1997 - 09/06/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 01/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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