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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramonita? Claim Your ProfileRamonita Lopez De la rosa is an Investment Advisor Representative with Evergreen Capital Management LLC. Ramonita has been in the industry since January 2014 and holds a Series 65 license. Evergreen Capital Management LLC is an SEC registered investment advisor with its main office in Bellevue, WA. The firm provides a range of advisory services including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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CA
05/20/2021 - Present
Evergreen Capital Management LLC (San Francisco CA)
IA
Issued 11/04/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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