Unclaimed
Ramiro Ignacio Pares is a financial advisor registered with Insight Securities, Inc. and Precise Investment Management, Inc. Ramiro has been in the financial services industry since 2012 and holds Series 7, Series 24 and Series 66 licenses. Ramiro is currently registered to provide investment advice in Florida, New Jersey and New York. Ramiro specializes in providing financial planning services, portfolio management services for businesses and individuals and the selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/05/2021 - Present
Insight Securities, Inc. (Fort Mill SC)
FL
07/25/2012 - 02/19/2013
ACTIVA CAPITAL MARKETS, INC. (MIAMI FL)
BOTH
Issued 12/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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