Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramiro? Claim Your ProfileRamiro Portillo-villalobos is a financial advisor based in Frisco, TX. Ramiro has been in the financial services industry since 2016. Ramiro is currently employed with TIAA-CREF Individual & Institutional Services, LLC. Ramiro holds a Series 6, Series 7TO, and Series 63 license. Prior to joining TIAA-CREF, Ramiro worked at GWFS Equities, Inc.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/18/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
CO
10/31/2016 - 06/14/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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