Unclaimed
Gregory Ramirez is a financial professional with over 20 years of experience in the financial industry. Gregory has a strong background in investment company products, variable contracts, and direct participation programs. He is a registered representative with Artisan Partners Distributors LLC, a firm specializing in investment advisory services. Gregory holds Series 6, 22, 26, 27, 39, SIE and Series 99TO licenses. He is committed to providing clients with personalized financial guidance and helping 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.
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.
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2
WI
07/03/2002 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
BC
Issued 04/10/2014
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/24/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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