Manuel E. Ramirez
Professional summary
Manuel Enrique Ramirez JR, who also goes by Manny Enrique Ramirez Jr., Manuel Enrique Ramirez, Manny E Ramirez, was a registered financial advisor .
Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Manuel had 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 - December 31, 2025
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
(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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