Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Schwartz is a registered representative with &partners, a firm that has been providing investment advisory services for many years. Ramon is a highly qualified professional with extensive experience in the financial services industry. Ramon is dedicated to providing his clients with the highest level of service and expertise. Ramon holds a Series 7TO and Series 66 license and has been serving clients in the state of South Carolina since 2023. He is also a registered investment advisor in both South Carolina and Texas. In addition to his work with &partners, Ramon also volunteers at Christ Community Church in Sumter, South Carolina.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
SC
05/10/2024 - Present
&partners (Sumter SC)
SC
12/20/2023 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (SUMTER SC)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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