Eddie Ramirez
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- StifelJun 2024 to Jul 2026
- West Bend InsuranceMay 2023 to Jan 2024
- EatstreetMay 2022 to Nov 2022
- University of Wisconsin MadisonJan 2021 to May 2024
- Saddleback CollegeJan 2020 to Dec 2020
- United States Marine CorpsSep 2015 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7947492
- Firm CRD
- 19616