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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ramires is an investment advisor representative with B.b. Graham & Company, Inc. William has been in the financial services industry since 1988 and has experience with several firms including LPL Financial LLC and Crown Capital Securities, L.P.. William holds Series 7, 24, 63, and 65 licenses and the SIE certification. William is registered to offer investment advice in Arizona, California, Illinois, Rhode Island, Texas, Utah, and Wyoming. William has a strong focus on providing personalized financial planning and portfolio management services to high net worth individuals and other clients. William is also experienced in pension consulting and selecting other advisors for clients.
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.
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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2
CA
06/18/2024 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
CA
05/08/2024 - 06/21/2024
LPL FINANCIAL LLC (LAKE FOREST CA)
CA
10/01/2019 - 05/08/2024
CROWN CAPITAL SECURITIES, L.P. (LAKE FOREST CA)
CA
11/30/1995 - 10/01/2019
CADARET, GRANT & CO., INC. (Lake Forest CA)
NY
08/23/1988 - 12/17/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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