Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Ramirez is an investment advisor representative with Equity Services, Inc., working out of the firm's office in Montpelier, Vermont. Leonardo is a registered representative in New York and has been in the industry since 2013. Leonardo has experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Leonardo offers a range of services to clients, including financial planning, portfolio management, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
02/13/2025 - Present
Equity Services, Inc. (NEW YORK NY)
Active
Inactive
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