| Advisor Profile |
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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. |
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General Information |
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| Insurance License#: |
0c33435
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| Name of Broker/Dealer: |
National Asset Management
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| Name of Custodial Firm: |
National Financial
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| States Licensed in: |
CA, NV, HI, UT, AZ
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| States Willing to do Business in: |
CA, NV, HI, AZ, UT
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
2
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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Whittier College
Whittier Law School |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Mortgages & Real Estate, Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Consultant (RFC), Certified in Long-Term Care (CLTC)
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| Securities Licenses: |
Series 63, Series 6, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Disability, Variable Annuity, Annuity, Life
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| Financial Organization Memberships: |
Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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| Compensation Methods: |
Commissions, Flat Fee, Based on Assets
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| Prepared By: |
Greg Ramirez |
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