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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Aaron Ramirez is an investment advisor representative at PKS Advisory Services, LLC. John has been in the financial services industry since February 19, 2004. John holds the Series 7, 66, SIE, and 99TO licenses and has been registered with the state of Texas since August 1, 2011. John has previously worked at Wunderlich Securities, Inc., Stanford Group Company, and American Express Financial Advisors Inc. John's firm, PKS Advisory Services, LLC, is a registered investment advisor with the SEC and has offices in Albany, NY and Spring, TX. The firm has a total of 697,742,374 in assets under management.
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.
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.
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2
TX
08/01/2011 - Present
PKS Advisory Services, LLC (SPRING TX)
TX
10/19/2005 - 02/23/2011
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
TX
09/20/2001 - 11/12/2002
STANFORD GROUP COMPANY (HOUSTON TX)
MN
10/19/2000 - 09/21/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/2000 - 09/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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