Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Ramirez is a financial professional licensed in Oklahoma. Philip is registered with American Fidelity Securities, Inc. and has been in the industry since October 30, 2016. Philip has passed the Series 63, Series 27, SIE, and Series 99TO exams.
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.
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.
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2
OK
10/31/2016 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 04/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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