Unclaimed
Ramon Jimenez is a financial advisor with First Command Advisory Services. Ramon has been in the financial services industry since December 2021. Ramon has a Series 66 license and a Series 7TO license. Ramon is registered to provide investment advice in Colorado, Pennsylvania and Texas. Ramon is also registered to provide investment advice in Texas as an Investment Advisor Representative. Ramon has a bachelor's degree in Business Administration from Texas A&M University. Ramon is a member of the National Association of Realtors and the Texas Association of Realtors. Ramon is also a member of the First Command Advisory Services' Financial Planning Council.
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.
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
TX
01/12/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ramon Jimenez is the right advisor for you? Invested Better is here to help.