Camilo Ramirez, financial advisor Boynton Beach FL
93 score

Camilo Ramirez

CRD Number: 5440571
Current Firm: Gwn Securities Inc.

Camilo Ramirez (CRD# 5440571) is an Investment Advisor Representative working at Gwn Securities Inc. in Boynton Beach, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Nov 2014 - Current 2
The Adt Corporation Boca Raton, FL Aug 2013 - Current 3
Caler, Donten, Levine, Cohen, Porter, & Veil, P.a. West Palm Beach, FL Dec 2012 - Aug 2013 < 1
Morgan Stanley Boca Raton, FL Nov 2012 - Dec 2012 < 1
Merrill Lynch Palm Beach Gardens, FL Apr 2011 - Nov 2012 1
Gwn Securities, Inc. Palm Beach Gardens, FL May 2007 - Apr 2011 3
Red Carpet Mortgage Boynton Beach, FL Jul 2007 - Aug 2007 < 1
Red Carpet Mortgages Boynton Beach, FL Jul 2007 - Aug 2007 < 1
Chili's Boynton Beach, FL Mar 2007 - May 2007 < 1
Chili's Boynton Beach, FL Mar 2007 - May 2007 < 1
Connectors Plus Inc. Boynton Beach, FL Apr 2006 - Mar 2007 < 1
Connectors Plus Inc. Boynton Beach, FL Apr 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Camilo Ramirez
Phone Number: 561-472-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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