Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nate? Claim Your ProfileNate Ramirez is an investment advisor representative with Schwab Wealth Advisory, Inc. Nate is also a registered investment advisor in Colorado and Texas. Nate began their career in the financial services industry in 2014. Nate holds Series 7, 9, 10, 66, and SIE licenses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
07/12/2021 - Present
Schwab Wealth Advisory, Inc. (WESTLAKE TX)
CO
03/04/2014 - 06/07/2016
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
BOTH
Issued 07/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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