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CR

Cesar Ramos

AEGIS CAPITAL
Melville, NY 11747
Some features on this profile are disabled
CRD#: 3030824
CR

Professional summary


Cesar Ramos JR, who also goes by John Adams, is a registered financial professional currently at AEGIS CAPITAL CORP. located in Melville, New York and ACCEPTUS CAPITAL CORP. located in Port Washington, New York.

Cesar is registered as a RR (Registered Representative) and started their career in finance in 1998. Cesar has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Adams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cesar Ramos JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 26, 2010 - Present

AEGIS CAPITAL CORP.

Office #1: 1305 Walt Whitman Rd Suite 120, Melville, NY 11747
RIA
BD
CRD#: 15007
Melville, NY
Current

September 23, 2021 - Present

ACCEPTUS CAPITAL CORP.

Office #1: 22 Country Club Drive, Port Washington, NY 11050
BD
CRD#: 282755
Port Washington, NY
Past

February 9, 2004 - March 2, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
FARMINGDALE, NY
Past

February 12, 2002 - January 21, 2003

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

October 8, 2001 - February 7, 2002

YANKEE FINANCIAL GROUP, INC.

BD
CRD#: 17966
MELVILLE, NY
Past

March 21, 2001 - October 16, 2001

VALLEY FORGE SECURITIES, INC .

BD
CRD#: 20892
ROSEMONT, PA
Past

March 31, 2000 - November 6, 2000

HARVESTONS SECURITIES, INC.

BD
CRD#: 34509
GREENWOOD VILLAGE, CO
Past

May 22, 1998 - March 21, 2000

BAXTER BANKS & SMITH, LTD.

BD
CRD#: 40771
ST. PETERSBURG, FL
Past

March 27, 1998 - April 28, 1998

REMINGTON SECURITIES CORP.

BD
CRD#: 40768
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(1/7/2022)
RR
California
(2/26/2010)
RR
Connecticut
(3/28/2023)
RR
District of Columbia
(1/27/2022)
RR
Florida
(1/11/2018)
RR
Georgia
(9/9/2020)
RR
Maine
(12/20/2021)
RR
Maryland
(1/21/2022)
RR
Massachusetts
(1/21/2022)
RR
Missouri
(8/5/2022)
RR
Nevada
(12/20/2021)
RR
New Hampshire
(12/20/2021)
RR
New Jersey
(1/17/2025)
RR
New York
(2/26/2010)
RR
Oregon
(10/20/2022)
RR
Puerto Rico
(1/18/2018)
RR
South Dakota
(2/7/2023)
RR
Vermont
(1/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 6/8/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AC
ACCEPTUS CAPITAL CORP.
ACCEPTUS CAPITAL CORP.

CRD#: 282755 / SEC#: , 8-69734

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
22 Country Club Drive, Port Washington, NY 11050
Mailing Address
22 Country Club Drive, Port Washington, NY 11050
Phone number
(516) 236-0074
Established
New York since 09/11/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JPDLAP CORP.DIRECT OWNER
GIORDANO, JOSEPH MICHAELCHIEF EXECUTIVE OFFICER2278341
NIXON, JON ALANFINOP4710715
RAMOS, CESAR JRCCO3030824

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACCEPTUS CAPITAL CORP.

CRD#: 282755Melville, NY 11747

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