Unclaimed
Ronald N. Ramirez is an Investment Advisor Representative at Park Avenue Securities LLC. Ronald has been in the industry since February 20, 1989. Ronald has a wide range of experience and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Ronald is registered to provide investment advisory services in Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Vermont, and Virginia. Ronald is also a Certified Financial Planner.
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.
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
NY
06/04/2012 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
12/21/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/12/1989 - 11/10/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/12/1989 - 11/10/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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