Andre Rene Ramirez
Investment adviser representative at Global Retirement Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Global Retirement Partners, LLCMar 2026 to now
- LPL Financial LLCMar 2026 to now
- Cambridge Investment Research, Inc.Jun 2025 to Mar 2026
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- The Ameriflex Group, Inc.Apr 2022 to Mar 2026
- Sagepoint FinancialApr 2022 to Sep 2023
- U.S. Bancorp Investments, Inc.Aug 2016 to Apr 2022
- U.S. BankAug 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5233648
- Firm CRD
- 172011