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Eduardo Jose Ramos

FREEDOM ADVISORY, LLC·GUAYNABO, Puerto Rico
Series 65Clean record17 years registeredFREEDOM ADVISORY, LLC
CENTRO INTERNACIONAL DE MERCADEO, GUAYNABO, PR 00968-8067CRD# 5551621Firm CRD# 147546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eduardo Jose Ramos · GUAYNABO, PR
Registration
CRD #5551621 · FREEDOM ADVISORY, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

FREEDOM ADVISORY
Aug 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 20, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FREEDOM ADVISORY, LLC
CRD 147546 · SEC 801-110235
AUM
$554M
Regulatory assets under management
Employees
8
718 client accounts
Services offered by FREEDOM ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FREEDOM ADVISORY, LLC →
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05

Frequently Asked Questions

What services does Eduardo Jose Ramos offer?
Eduardo Jose Ramos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Eduardo Jose Ramos's credentials?
Eduardo Jose Ramos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eduardo Jose Ramos located?
Eduardo Jose Ramos is based in GUAYNABO, Puerto Rico, working with FREEDOM ADVISORY, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Eduardo Jose Ramos charge for services?
Eduardo Jose Ramos's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREEDOM ADVISORY, LLC?
FREEDOM ADVISORY, LLC has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Puerto Rico
SAN JUAN (68)HATO REY (14)DORADO (5)LUGUILLO (2)OLD SAN JUAN, SAN JUAN (0)PONCE (0)SAN SEBASTIAN (0)CAGUAS (0)HATILLO (0)RINCON (0)
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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