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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Ramirez is a licensed investment advisor representative with Eagle Strategies LLC. Ricardo has been in the financial services industry since February 2014. Ricardo is registered in 17 states, including California, Texas, Arizona, Arkansas, Colorado, Florida, Idaho, Illinois, Iowa, Minnesota, Mississippi, Missouri, Nevada, North Dakota, Oregon, and Texas. Ricardo holds the Series 63, 65, and 7TO licenses, as well as the SIE Exam. Ricardo is also a board member of the Sunland-Tujunga Chamber of Commerce. Ricardo specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, charitable organizations, corporations, and other businesses.
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.
A percentage of the total value of assets under management is charged.
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CA
02/02/2024 - Present
Eagle Strategies LLC (GLENDALE CA)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 2/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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