Andre RamirezCRD Number: 5233648
Current Firm: The Ameriflex Group
Andre Ramirez (CRD# 5233648) is an Investment Advisor Representative working at The Ameriflex Group in Torrance, CA and has over 8 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Sagepoint Financial||Torrance, CA||Apr 2022 - Current||< 1|
|The Ameriflex Group, Inc.||Torrance, CA||Apr 2022 - Current||< 1|
|U.s. Bancorp Investments, Inc.||Paramount, CA||Aug 2016 - Apr 2022||5|
|U.s. Bank||Manhattan Beach, CA||Aug 2016 - Mar 2020||3|
|J.p. Morgan Securities, LLC||El Segundo, CA||Nov 2014 - Aug 2016||1|
|J.p. Morgan Chase Bank||El Segundo, CA||Nov 2014 - Aug 2016||1|
|Mountain West Medical||Long Beach, CA||Jan 2014 - Oct 2014||< 1|
|Livingsocial||Torrance, CA||Nov 2013 - Dec 2013||< 1|
|Robertson's Ready Mix||Long Beach, CA||Jan 2013 - Oct 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2015|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management2,956MILLIONS
Total Number of Accounts11,151ACCOUNTS
Average Account Value$265,046
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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.