Ramon Cervantes (CRD# 6528109) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 3 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Andover, MA | Sep 2022 - Current | 1 |
| Nylife Securities LLC | Glendale, CA | Feb 2021 - Current | 3 |
| New York Life Insurance Company | Pasadena, CA | Nov 2020 - Current | 3 |
| Options Insurance Services | Rosemead, CA | Aug 2020 - Current | 3 |
| State Farm - Virnie Tordera | Stanton, CA | Sep 2018 - Jul 2020 | 1 |
| State Farm - Tommy Le | Fountain Valley, CA | Jan 2018 - Sep 2018 | < 1 |
| State Farm - Chris Barredo | Westminster, CA | Dec 2017 - Jan 2018 | < 1 |
| State Farm - Henry Ung | Garden Grove, CA | Sep 2017 - Dec 2017 | < 1 |
| State Farm - Joe Nguyen | Garden Grove, CA | May 2017 - Sep 2017 | < 1 |
| Unemployed | Long Beach, CA | Jan 2017 - May 2017 | < 1 |
| State Farm Vp Management Corp. | Buena Park, CA | Jul 2015 - Dec 2016 | 1 |
| Chris Barredo Insurance Agency | Buena Park, CA | Dec 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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