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Eduardo Jose Ramos

FREEDOM ADVISORY, LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
CENTRO INTERNACIONAL DE MERCADEO, GUAYNABO, PR 00968-8067CRD# 5551621Firm CRD# 147546
01

About

Eduardo Jose Ramos is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with FREEDOM ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FREEDOM ADVISORY, LLC
FREEDOM ADVISORY
AUM
$554M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FREEDOM ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5551621
Firm CRD# 147546
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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