Manuel E. Ramirez
Professional summary
Manuel Enrique Ramirez JR, who also goes by Manny Enrique Ramirez Jr., Manuel Enrique Ramirez, Manny E Ramirez, is a registered financial advisor currently at VERSAI WEALTH MANAGEMENT LLC located in Cedar Park, Texas.
Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Manuel has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Enrique Ramirez JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2018 - Present
VERSAI WEALTH MANAGEMENT LLC
October 3, 2011 - November 9, 2017
B.B. GRAHAM & COMPANY, INC.
September 30, 2011 - June 28, 2018
PER STIRLING CAPITAL MANAGEMENT, LLC
June 4, 2009 - September 16, 2011
CHOICE INVESTMENTS, INC.
May 29, 2009 - September 16, 2011
CHOICE ADVISORY GROUP, INC.
September 25, 2007 - June 4, 2009
UBS FINANCIAL SERVICES INC.
August 30, 2007 - June 4, 2009
UBS FINANCIAL SERVICES INC.
March 3, 2003 - April 1, 2004
FIS BROKERAGE & SECURITIES SERVICES LLC
June 14, 2002 - March 3, 2003
RUMSON CAPITAL, LLC
April 11, 2000 - June 21, 2002
WORLDCO, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2018)
(10/22/2018)
(8/29/2018)
Exams
Series 55
Date: 5/24/2000
Limited Representative-Equity Trader ExamCurrent Firm
VERSAI WEALTH MANAGEMENT LLC
CRD#: 297528 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 19,000,000 |
Red Flags
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