Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Ramos is an investment professional who works with Next Financial Group, Inc., headquartered in Houston, Texas. Jesus is active in the Broker-Dealer industry, and holds the Series 99TO and SIE licenses. Jesus is also a licensed Investment Advisor Representative with a Series 65.
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.
Seminar/workshop attendance fees
1
2
TX
08/28/2024 - Present
Next Financial Group, Inc. (HOUSTON TX)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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