Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Evans Ramos is a financial advisor with Northbridge Financial Group, LLC, located in Tampa, Florida. Randy has been in the financial industry since July 2014 and is registered with the state of Florida as both a broker and an investment advisor representative. Randy is also registered in Illinois and Texas as a broker. Randy offers financial planning and portfolio management services to individuals, families, and businesses. Randy's expertise includes working with charitable organizations, pension and profit sharing plans, and high-net-worth 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/14/2024 - Present
Northbridge Financial Group, LLC (TAMPA FL)
FL
08/01/2014 - 04/09/2024
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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