George Ramirez
Investment adviser representative at Charles Schwab & Co., Inc.
17 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
17 years in the industry.
- Charles Schwab & Co., Inc.May 2022 to now
- Charles Schwab Bank, SsbMay 2022 to now
- Bank of America, N.A.Apr 2019 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Apr 2022
- MML Investors Services, LLCSep 2018 to Apr 2022
- Capstone PartnersSep 2018 to Sep 2018
- Massmutual Life Insurance CompanyAug 2018 to Oct 2018
- Saddleback CollegeJan 2017 to Dec 2019
- JPMorgan Securities LLCApr 2016 to Aug 2018
- JP Morgan Chase BankNov 2009 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6639347
- Firm CRD
- 5393