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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lynn Ramirez is a financial advisor with Consolidated Portfolio Review Corp. Patricia has been working in the financial industry since 1998. Patricia is registered in 23 states and has passed the Series 7, 63, 66, 9 and 10 exams. Patricia holds a Certified Divorce Financial Analyst designation and is a money mindset coach for women. Patricia has a passion for helping her clients reach 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.
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
CA
09/18/2024 - Present
Consolidated Portfolio Review Corp. (Concord CA)
CA
06/01/2009 - 04/21/2015
MORGAN STANLEY (SAN FRANCISCO CA)
CA
03/29/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
SC
09/21/1998 - 02/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
05/21/1998 - 08/06/1998
ROUND HILL SECURITIES, INC. (ALAMO CA)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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