Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Zepeda is a financial advisor registered with Centerview Partners LLC. Ramon has been in the financial industry since 2013. Ramon is licensed to sell securities in California. Ramon has passed the Series 7, 79, 63, and SIE exams. Ramon's prior experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, E.J. De La Rosa & Co., Inc., and Cabrera Capital Markets, 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.
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
CA
03/27/2019 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
CA
08/15/2016 - 02/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
09/22/2011 - 03/19/2014
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
CA
01/21/2011 - 06/21/2011
CABRERA CAPITAL MARKETS, LLC (LOS ANGELES CA)
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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