Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Rodrigo Ramirez is a registered representative with Osaic Wealth, Inc. Manuel holds Series 6, Series 6TO and Series 63 licenses as well as the SIE. Manuel has been in the financial industry since 2003. Manuel has experience working with individuals, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
01/20/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
CA
12/11/2004 - 05/19/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
12/03/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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