Frank Gilbert Ramirez
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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.
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
- Seminars and workshops
Experience
21 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCApr 2022 to now
- Firmitas Financial GroupApr 2022 to now
- Joe Bruno Bbq/jb BbqJan 2019 to now
- MML Investors Services, LLCApr 2019 to Apr 2022
- Massmutual Life Insurance CompanyApr 2018 to Apr 2022
- Farmers InsuranceOct 2005 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7010244
- Firm CRD
- 105644