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, a registered investment advisor with offices in New York, NY. Ramon Cervantes has been in the financial services industry for over 10 years. Ramon Cervantes has a Series 6, 7, 63 and 65 license and is also registered to provide investment advisory services in California, Colorado, Kansas, Massachusetts, New Hampshire, and Rhode Island. Ramon Cervantes provides financial planning and investment management services to individuals, businesses, and charitable organizations. Ramon Cervantes is committed to helping clients achieve 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.
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
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 8/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/2/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/1/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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