Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Ramirez is a financial advisor with over 3 years of experience in the industry. Jose is currently registered with Morgan Stanley. Jose has previously been registered with a variety of firms over their career. Jose has passed the Series 63, Series 7TO, SIE exams. Jose also holds the no known designation. Jose specializes in 1, 2, 3, 4, 5, 6, 7 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/08/2022 - Present
Morgan Stanley (PURCHASE NY)
BC
Issued 11/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/8/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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