Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Cervantes is an investment advisor representative with Eagle Strategies LLC, registered with the state of Massachusetts. Ramon has been in the securities industry since 2015 and has experience working with individuals and businesses. Ramon holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Ramon is registered with the states of California, Colorado, Kansas, Massachusetts, New Hampshire and Rhode Island. Ramon specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals. Ramon previously worked with State Farm VP Management Corp. and NYLIFE SECURITIES LLC.
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.
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.
1
2
MA
09/13/2022 - Present
Eagle Strategies LLC (ANDOVER MA)
IL
10/05/2015 - 12/13/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ramon Cervantes is the right advisor for you? Invested Better is here to help.
