Business Description

Greg Ramirez is a well-known Financial Advisor in the local area. His retirement seminars are held in Long Beach at Da Vinci Ristorante located at 2801 E. Spring St. 3rd floor, Long Beach, CA 90806. His seminars are attended primarily by retirees from the Boeing Company, the aerospace industry and union members of UAW 148. Mr. Ramirez has been a financial Advisor for over 13 years. He's been working with people like yourself who seek a knowledgeable and dependable advisor who comes to you. Greg's practice is known as the "Advisor On Call", a financial advisor that comes to you emphasizing home calls for the retired and senior market.

General Information

Gender:

Male

CRD#:

2883461

Insurance License#:

0c33435

Name of Broker/Dealer:

National Asset Management

Name of Custodial Firm:

National Financial

States Licensed in:

CA, NV, HI, UT, AZ

States Willing to do Business in:

CA, NV, HI, AZ, UT

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Education

Academic Background

Whittier College
Whittier Law School

Services

Investment Types:

Annuities, Bonds, Stocks, Insurance, Commodities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Financial Consultant (RFC), Certified in Long-Term Care (CLTC)

Securities Licenses:

Series 63, Series 6, Series 7, Series 65

Insurance and Annuity Licenses:

Disability, Variable Annuity, Long Term Care, Variable Life, Annuity, Life

Financial Organization Memberships:

Million Dollar Roundtable

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$25,000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Prepared By:

Greg Ramirez