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RP

Ramiro I. Pares

INSIGHT SECURITIES
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 6071139
RP

Professional summary


Ramiro Ignacio Pares, who also goes by Ramiro Ignacio Pares Trigueros, is a registered financial advisor currently at INSIGHT SECURITIES, INC. located in Coral Gables, Florida and PRECISE INVESTMENT MANAGEMENT, INC. located in Coral Gables, Florida.

Ramiro is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ramiro has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ramiro Ignacio Pares Trigueros

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.
1)SOLE MEMBER OF CALOP LLC (FL), USED TO MANAGE EXPENSES RELATED TO OPERATING IN BROKERAGE BUSINESS. 2) DIRECTOR AND 33.3% OWNERSHIP IN PDG VENTURES LLC. PRIMARY ACTIVITY OF THE LLC IS TO MANAGE EXPENSES AND REPAIRS OF A BOAT OWNED BY THE LLC. ESTIMATED 4 HOURS PER MONTH WITH ZERO COMPENSATION. 3)INSIGHT SECURITIES, INC., REGISTERED REP, 2013, INVESTMENT ADVISER REP 2019, 4)PRECISE INVESTMENT MANAGEMENT, INC., FINANCIAL ADVISOR, 2022

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ramiro Ignacio Pares'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

December 10, 2019 - Present

INSIGHT SECURITIES, INC.

Office #1: 121 Alhambra Plaza Floor 10, Office 67, Coral Gables, FL 33134
RIA
BD
CRD#: 5611
Coral Gables, FL
Current

June 20, 2022 - Present

PRECISE INVESTMENT MANAGEMENT, INC.

Office #1: 121 Alhambra Circle, Floor 10, Coral Gables, FL 33134
RIA
CRD#: 282557
Coral Gables, FL
Current

March 19, 2013 - Present

INSIGHT SECURITIES, INC.

Office #1: 121 Alhambra Plaza Floor 10, Office 67, Coral Gables, FL 33134
RIA
BD
CRD#: 5611
Coral Gables, FL
Past

July 25, 2012 - February 19, 2013

ACTIVA CAPITAL MARKETS, INC.

BD
CRD#: 42619
MIAMI, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.

CRD#: 282557 / SEC#: 801-124750

RIA
Registered Investment Advisory firm - (4/25/2022 Approved)
Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)
California
Registered Investment Advisory firm - (9/1/2022 Terminated)
Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)
Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)
Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)

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.
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
District of Columbia
(3/27/2025)
IAR
District of Columbia
(8/22/2025)
RR
Florida
(3/19/2013)
IAR
Florida
(12/10/2019)
RR
Hawaii
(7/8/2024)
RR
Massachusetts
(5/29/2024)
IAR
New Jersey
(12/20/2019)
RR
New Jersey
(1/8/2020)
RR
New York
(1/8/2020)
IAR
New York
(8/5/2021)
RR
Virginia
(3/27/2025)
IAR
Virginia
(3/28/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PI
PRECISE INVESTMENT MANAGEMENT, INC.
PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.

CRD#: 282557 / SEC#: 801-124750

RIA
Registered Investment Advisory firm - (4/25/2022 Approved)
Arizona
Registered Investment Advisory firm - (8/2/2022 Terminated)
California
Registered Investment Advisory firm - (9/1/2022 Terminated)
Illinois
Registered Investment Advisory firm - (8/2/2022 Terminated)
Nevada
Registered Investment Advisory firm - (9/2/2022 Terminated)
Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)
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Contact information


Main Address
600 Central Ave Suite 293, Highland Park, IL 60035
Mailing Address
Phone number
(702) 906-0940
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRECISE INVESTMENT MANAGEMENT - WRAP BROCHURE (9/25/2025)

Regulatory assets under management


Total Number of Accounts39
AUM (Assets Under Management)$ 186,316,022

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


PRECISE INVESTMENT MANAGEMENT, INC.

CRD#: 282557Coral Gables, FL 33134

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