Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Jose Pacios is a financial advisor with Truist Advisory Services, Inc. based in Coral Gables, Florida. Ramon has been in the industry since September 5, 1993 and has worked for several firms including Wells Fargo Clearing Services, LLC, CitiCorp Investment Services and MONY Securities Corporation. Ramon has a variety of licenses and certifications including Series 3, 7, 9, 10, 24, 52, 53, 63 and 66. Ramon specializes in providing financial planning services to individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
10/29/2021 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
FL
05/04/2005 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
01/27/2000 - 04/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/29/1996 - 03/09/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/10/1994 - 04/19/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/30/1993 - 08/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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