Kevina Ramirez, financial advisor Glendale AZ

Kevina Ramirez

CRD Number: 6982346
Current Firm: Fidelity Personal And Workplace Advisors

Kevina Ramirez (CRD# 6982346) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Glendale, AZ and has over 5 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Glendale AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Glendale AZ
Dustin G. Suttle
CRD# 4607086
Origin Investment Advisory LLC
Similar Advisors
Michael Abbate, financial advisor Glendale AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name Location Dates Years
Fidelity Brokerage Services LLC Glendale, AZ Jun 2018 - Current 6
1130 The Restaurant Phoenix, AZ Apr 2017 - Apr 2018 1
Cognizant Phoenix, AZ Feb 2018 - Mar 2018 < 1
The Nosh Phoenix, AZ Aug 2016 - Mar 2017 < 1
Wellgenix Tempe, AZ Jul 2016 - Aug 2016 < 1
Thrive Events Peoria, AZ Jun 2016 - Jul 2016 < 1
Unemployed Phoenix, AZ Mar 2016 - May 2016 < 1
Sports Authority Tempe, AZ May 2014 - Feb 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Kevina T. Ramirez
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.