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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Glendale, AZ | Jun 2018 - Current | 5 |
| 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 |
| Grand Canyon University Call Center | Phoenix, AZ | Jul 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- AZ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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