Ruben D. Ramirez

MSP INVESTMENT ADVISORS

BINGHAM FARMS, MI 48025

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CRD#: 6029825

Professional summary

Ruben Daniel Ramirez, who also goes by Ruben Ramirez, is a registered financial advisor currently at MSP INVESTMENT ADVISORS, LLC located in Bingham Farms, Michigan.

Ruben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ruben has worked at 3 firms and has passed the Series 56 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ruben Ramirez

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.

MELLEN, SMITH & PIVOZ PLC; NOT INVESTMENT-RELATED; 30800 TELEGRAPH ROAD, SUITE 2800, BINGHAM FARMS, MI 48025; PUBLIC ACCOUNTING; ACCOUNTANT; START 09/18/2023; 2,500 HOURS/MONTH; 1600 HOURS DURING SECURITIES-TRADING HOURS; PROFESSIONAL SERVICE TAX ACCOUNTANT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruben Daniel Ramirez's 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

January 22, 2024 - Present

MSP INVESTMENT ADVISORS, LLC

Office #1: 30800 Telegraph Rd Suite 2800, Bingham Farms, MI 48025

RIA

CRD#: 162509

BINGHAM FARMS, MI

Past

September 25, 2014 - October 23, 2014

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

SOUTHFIELD, MI

Past

March 20, 2012 - December 17, 2012

WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 56

Date: 3/19/2012

Proprietary Trader Qualification Examination

Current Firm

MSP INVESTMENT ADVISORS, LLC

CRD#: 162509 / SEC#:

Michigan

Registered Investment Advisory firm - (1/16/2018 Approved)

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Contact information

Main Address

30800 Telegraph Road, Suite 2800, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 642-2803

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Ruben D. Ramirez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruben Daniel Ramirez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSP INVESTMENT ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

WTS PROPRIETARY TRADING GROUP LLC

State Registrations and Notice Filings

Exams

Series 56

Date: 3/19/2012

Current Firm

MSP INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MSP INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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