Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Vargas is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Ramon has been in the financial industry since 2020 and is currently registered in 51 states. Prior to joining TIAA, Ramon worked with Fidelity Brokerage Services LLC and Fidelity Distributors Company LLC. Ramon specializes in providing financial planning services, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/04/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
04/07/2022 - 07/17/2024
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
04/09/2021 - 03/09/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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