Abel Ramos, financial advisor Monroe CT
93 score

Abel Ramos

CRD Number: 1843747
Current Firm: Raymond James Financial Services Advisors, Inc.

Abel Ramos (CRD# 1843747) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, CT and has over 28 years of experience in the finance industry.

Similar Advisors
Peter Scholtz, financial advisor Monroe CT
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Thomas Beirne III, financial advisor Monroe CT
Thomas Beirne III
CRD# 2481521
Halsey Associates Inc.
Score
101
Similar Advisors
Gianni Dimeglio, financial advisor Monroe CT
Gianni L. Dimeglio
CRD# 4702472
Td Private Client Wealth LLC
Score
101
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Monroe, CT Jan 2009 - Current 7
Raymond James Financial Services, Inc. Monroe, CT Jan 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Jul 1995
Contact Info for Abel A. Ramos
Phone Number: 727-567-5877
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Abel Ramos and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.