Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Antonio Ramirez is a financial professional with over 18 years of experience in the financial services industry. Marco is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in 7 states, including Connecticut, Illinois, Kansas, Michigan, Missouri, Pennsylvania and Texas. Marco has also held a Series 6, 7, 14, 24, 63, and 65 securities license. Marco is currently Chief Compliance Officer and Financial Representative at Vestech Securities, Inc. and Financial Representative at Vestech Asset Management Inc. Marco provides financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
12/03/2018 - Present
Vestech Asset Management Inc. (SAINT LOUIS MO)
MO
05/22/2015 - 05/25/2016
OAKBRIDGE FINANCIAL SERVICES (St. Louis MO)
MO
02/26/2013 - 05/22/2015
CONCORDE INVESTMENT SERVICES, LLC (ST. LOUIS MO)
MO
05/15/2008 - 12/02/2009
SILVER OAK SECURITIES, INCORPORATED (ST. LOUIS MO)
MO
02/04/2005 - 02/12/2008
QUESTAR CAPITAL CORPORATION (ST CHARLES MO)
NJ
03/09/2004 - 12/06/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 07/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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