Trevor Ramos (CRD# 7686744) is an Investment Advisor Representative working at Matrix Private Wealth Solutions, Inc. in Ontario, CA and has 1 year of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Autozone Auto Part | Victorville, CA | Jan 2024 - Current | < 1 |
| Dollar Tree | Victorville, CA | Nov 2023 - Current | < 1 |
| Trevor Ramos, Sole Proprietor | Ontario, CA | Aug 2023 - Current | < 1 |
| Matrix Private Wealth Solutions, Inc. | Ontario, CA | Jan 2023 - Current | 1 |
| Trevor Ramos, Sole Proprietor | Ontario, CA | Oct 2022 - Current | 1 |
| College Funding Institute | Ontario, CA | May 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$288,491
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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.