Sarahly RamosCRD Number: 6167599
Current Firm: Ubs Financial Services Inc.
Sarahly Ramos (CRD# 6167599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 4 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Ubs Financial Services Inc.||Mcallen, TX||Nov 2014 - Current||2|
|The Wash Crew Exterior Cleaning||Pharr, TX||Mar 2014 - Current||3|
|Jpmorgan Securities LLC||Mcallen, TX||Feb 2013 - Nov 2014||1|
|Homemaker||Laredo, TX||Aug 2011 - Dec 2012||1|
|Wells Fargo||Austin, TX||Sep 2009 - Jul 2011||1|
|Bcbg Max Azria||San Marcos, TX||Sep 2006 - Aug 2009||2|
|Texas State University||San Marcos, TX||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV