Unclaimed Profile

Blanca Ramirez

AMEGY INVESTMENTS, INC.·HOUSTON, Texas

SIE, Series 6, Series 7, Series 24, Series 51, Series 52TO, Series 53, Series 63, Series 65Clean record20 years registeredAMEGY INVESTMENTS, INC.

4400 POST OAK PARKWAY, HOUSTON, TX 77027-3421CRD# 2357152Firm CRD# 120145

Profile Verification

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

Identity

Blanca Ramirez · HOUSTON, TX

Registration

CRD #2357152 · AMEGY INVESTMENTS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

INVESCO ADVISERS, INC.

Aug 2016 – present

AMEGY INVESTMENTS, INC.

Nov 2011 – Dec 2015

HOUSTON, TX

STRATEGIC ADVISERS, INC.

Dec 2010 – Nov 2011

HOUSTON, TX

INVESCO ADVISERS, INC.

Jan 2010 – Jun 2010

ATLANTA, GA

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

Feb 2006 – Jan 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · February 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMEGY INVESTMENTS, INC.

CRD 120145 · SEC 801-61121

AUM

$2.0B

Regulatory assets under management

Employees

186 client accounts

Services offered by AMEGY INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMEGY INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Blanca Ramirez offer?

Blanca Ramirez specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Blanca Ramirez's credentials?

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

Where is Blanca Ramirez located?

Blanca Ramirez is based in HOUSTON, Texas, working with AMEGY INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Blanca Ramirez charge for services?

Blanca Ramirez'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 AMEGY INVESTMENTS, INC.?

AMEGY INVESTMENTS, INC. has approximately 36 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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