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Jorge Martin Ramos landero

Finamex Asset Management, LLC

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About Jorge Martin Ramos landero

Jorge Martin Ramos landero has been in the securities industry since 1993. Jorge is currently registered with Finamex Asset Management, LLC, and has been with the firm since 2019. Prior to this role, Jorge was with Intercam Securities, Inc. in Miami, Florida. Jorge is a Registered Representative and Investment Advisor Representative and is licensed in 13 states. Jorge has a strong background in financial planning and portfolio management for both individuals and businesses. Jorge's experience and qualifications make him a valuable resource for clients seeking investment advice.

Firm Information

Jorge Ramos landero is currently registered with Finamex Asset Management, LLC. Finamex Asset Management, LLC is an investment advisor registered with the SEC. The firm has 3 registered representatives and 2 investment adviser representatives and manages approximately $70.94 million in assets. The firm offers financial planning, portfolio management for individuals, and portfolio management for businesses. Finamex Asset Management, LLC primarily serves individuals other than high-net-worth individuals and corporations or other businesses.

$70.94M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Jorge Ramos landero’s Registration & Firm History

TX

01/08/2020 - Present

Finamex Asset Management, LLC (HOUSTON TX)

FL

12/27/2016 - 01/27/2017

INTERCAM SECURITIES, INC. (MIAMI FL)

TX

11/04/2003 - 01/26/2015

MONEX SECURITIES, INC. (HOUSTON TX)

FL

01/10/2001 - 08/19/2003

INVEX, INC. (CORAL GABLES FL)

TX

03/24/1999 - 01/20/2000

CBI INTERNATIONAL SECURITIES, INC. (HOUSTON TX)

TX

08/30/1993 - 09/24/1998

AFIN SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 06/21/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/01/1996

Series 4 - Registered Options Principal Examination

BC

Issued 04/29/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/01/2019

Series 3 - National Commodity Futures Examination

BC

Issued 09/20/2019

Series 57TO - Securities Trader Exam

BC

Issued 07/26/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jorge Martin Ramos landero. Review regulatory record here.
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