Unclaimed Profile

German Mauricio Ramirez

BLUEPRINT WEALTH ALLIANCE, LLC·GARDEN CITY, New York

SIE, Series 7, Series 66Clean record20 years registeredBLUEPRINT WEALTH ALLIANCE, LLC

600 OLD COUNTRY ROAD, GARDEN CITY, NY 11530CRD# 5005488Firm CRD# 284167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

German Mauricio Ramirez · GARDEN CITY, NY

Registration

CRD #5005488 · BLUEPRINT WEALTH ALLIANCE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

Jul 2019 – present

BLUEPRINT WEALTH ALLIANCE, LLC

Jul 2016 – Sep 2019

Miami, FL

KINGSVIEW ASSET MANAGEMENT, LLC

Jul 2015 – Aug 2016

MIAMI, FL

CHARLES SCHWAB & CO., INC.

Jul 2012 – Jul 2015

CORAL GABLES, FL

INVESTACORP ADVISORY SERVICES INC

Dec 2011 – Jun 2012

CORAL GABLES, FL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jul 2007 – Nov 2011

MIAMI, FL

AXA ADVISORS, LLC

Apr 2006 – Nov 2006

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT WEALTH ALLIANCE, LLC

CRD 284167 · SEC 801-108024

AUM

$80M

Regulatory assets under management

Employees

393 client accounts

Services offered by BLUEPRINT WEALTH ALLIANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUEPRINT WEALTH ALLIANCE, LLC →

Introduction

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Frequently Asked Questions

What services does German Mauricio Ramirez offer?

German Mauricio Ramirez specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.

What are German Mauricio Ramirez's credentials?

German Mauricio Ramirez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is German Mauricio Ramirez located?

German Mauricio Ramirez is based in GARDEN CITY, New York, working with BLUEPRINT WEALTH ALLIANCE, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does German Mauricio Ramirez charge for services?

German Mauricio Ramirez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT WEALTH ALLIANCE, LLC?

BLUEPRINT WEALTH ALLIANCE, LLC has approximately 4 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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