Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Xavier Monroe is a financial professional with over 10 years of experience in the financial services industry. Ramon currently holds a Series 6, Series 26, and Series 63 license. Ramon is registered with the state of Virginia as well as North Carolina, South Carolina and West Virginia. He is an active financial advisor and has been registered with PFS Investments Inc. since 2017. Ramon’s prior experience includes a role with Wachovia Securities, LLC. Ramon's focus is on providing financial guidance and investment management for individuals and corporations.
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.
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.
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2
VA
01/03/2017 - Present
PFS Investments Inc. (MIDLOTHIAN VA)
VA
12/20/2016 - 12/27/2016
PFS INVESTMENTS INC. (MIDLOTHIAN VA)
VA
06/26/2007 - 03/26/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BC
Issued 01/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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