Unclaimed
John Ramirez is a financial advisor with T. Rowe Price Advisory Services, Inc. John has been in the industry since 2006 and holds several industry certifications including Series 6, 7, 24, 53, 63, and 65. In addition to their role as an advisor, John also runs an online sales business through Etsy. John specializes in financial planning and portfolio 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
03/28/2012 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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