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Itziar Ramos

Gold Coast Securities, Inc.

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About Itziar Ramos

Itziar Ramos is a financial professional with over 20 years of experience in the industry. Itziar is currently registered with Gold Coast Securities, Inc. in California. Itziar is also registered with the state of California as an Investment Advisor Representative. Prior to her current role, Itziar has held positions with PEAK BROKERAGE SERVICES, LLC, NEBS FINANCIAL SERVICES, INC., and SUNAMERICA SECURITIES, INC. Itziar has a wide range of experience and holds several securities licenses. Itziar's areas of expertise include financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Itziar Ramos is currently registered with Gold Coast Securities, Inc.. Gold Coast Securities, Inc. is a Corporation based in Florida that was formed in 2001. The firm is registered with the SEC and in 30 states. They have 15 licensed agents, 16 investment adviser representatives, and 16 registered representatives. The firm provides financial planning, pension consulting, educational seminars, and market timing services. They also offer portfolio management for businesses and individuals, as well as selection of other advisors. The firm manages approximately $29.7 million in regulatory assets, with $5.4 million under discretionary management.

$29.72M

Assets Under Management

155

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Itziar Ramos’s Registration & Firm History

CA

11/15/2004 - Present

Gold Coast Securities, Inc. (Los Angeles CA)

FL

06/03/2024 - 06/06/2024

PEAK BROKERAGE SERVICES, LLC (JUPITER FL)

OH

06/07/2004 - 11/04/2004

NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)

AZ

07/20/2000 - 05/19/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 12/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Itziar Ramos.
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