Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Martinez has been in the financial services industry for over 20 years. Ramon is registered with Equity Services, Inc. and has been with the firm since January 2012. Previously, Ramon was a registered representative with Pruco Securities, LLC, CUNA Brokerage Services, Inc., and Chittenden Securities, LLC. Ramon is a registered representative with the state of Oregon, a registered investment advisor representative with the state of Oregon, and holds Series 4, Series 7, Series 24, Series 52, Series 53, Series 66, and Series 99 securities licenses. In addition to financial services, Ramon has experience in education and healthcare, and has a background in music.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/22/2024 - Present
Equity Services, Inc. (ASHLAND OR)
NJ
01/09/2023 - 01/11/2024
PRUCO SECURITIES, LLC. (NEWARK NJ)
VT
01/30/2012 - 12/15/2022
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
07/08/2009 - 02/01/2012
CUNA BROKERAGE SERVICES, INC. (SOUTH BURLINGTON VT)
VT
07/17/2001 - 06/24/2009
CHITTENDEN SECURITIES, LLC. (SOUTH BURLINGTON VT)
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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