Matthew Ramon (CRD# 6528124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Deerfield, MA and has over 17 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 2355947
Capital Analysts
CRD# 5602794
United Capital Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | South Deerfield, MA | Jan 2024 - Current | < 1 |
Ramon Financial Services | South Deerfield, MA | Jul 2014 - Current | 9 |
Woodbury Financial Services, Inc. | South Deerfield, MA | Mar 2019 - Jan 2024 | 4 |
Questar Capital Corporation | Minneapolis, MN | Mar 2016 - Mar 2019 | 3 |
Questar Asset Management | Minneapolis, MN | Mar 2016 - Mar 2019 | 3 |
Gw&k Investment Management | Boston, MA | Jul 2011 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2007 |
S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- MA
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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