Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus R. Ramos is a financial advisor at Charles Schwab & Co., Inc. in San Antonio, Texas. Jesus has over 15 years of experience in the financial services industry. He has a Series 7, Series 63, and Series 65 license. Jesus is registered to provide investment advice in 42 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
02/23/2009 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/12/2008 - 02/12/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 09/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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