Unclaimed
Libardo Ramos is a financial advisor with over 15 years of experience in the industry. Libardo is currently registered with LPL Financial LLC, and has held previous positions with People's Securities, Inc., HSBC Securities (USA) Inc., Chase Investment Services Corp., and CitiCorp Investment Services. Libardo has a Series 6, Series 63, and SIE license. Libardo specializes in working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Libardo is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/17/2022 - Present
LPL Financial LLC (MELVILLE NY)
NY
10/08/2013 - 08/17/2022
PEOPLE'S SECURITIES, INC. (NORTHPORT NY)
NY
12/12/2006 - 08/10/2009
HSBC SECURITIES (USA) INC. (EAST NORTHPORT NY)
NY
01/29/2004 - 08/02/2006
CHASE INVESTMENT SERVICES CORP. (WANTAGH NY)
NY
09/17/2003 - 01/14/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 01/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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