Alex, Tirso
Ramapo Wealth Advisors, Affiliated with Steward Partners
500 N Franklin TurnpikeSuite 322
Ramsey, NJ 07446
2019421503
About Ramapo Wealth Advisors, Affiliated with Steward Partners
Ramapo Wealth Advisors, Affiliated with Steward Partners, was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership.
Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.
See Disclosures
General Information
Firm Start Year
CRD#
6130816
Firm CRD#
283004
Years of Experience in Financial Services
13
Number of Years with Current Firm
2
Work Experience
Having worked 13+ years in financial services, Alex brings experience in financial planning and asset management. His career journey began at UBS and Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments. For the past 8 years, Alex has excelled as a Vice President at Invesco, one of the largest asset managers in the industry, where he consulted financial advisors on investment strategies.
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced
Spanish
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CIMA®, CRPC®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Annuity, Long Term Care, Variable Annuity, Life, Variable Life
Firm Information
Assets Managed by Firm
$500,000,000
Advisor's Number of Clients
63
Assets Managed by Advisor
$38,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Education
Bachelor of Science - Finance
University of Maryland
09/03/2007 -05/20/2011
Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.
Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency affiliates.
Securities are offered through Steward Partners Investment Solutions, LLC ( SPIS ), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ( SPIA ), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Representatives of Ramapo Wealth Advisors are registered with and provide securities and/or advisory services through Steward Partners.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892200/financialplanners-Ramapo-Wealth-Advisors,-Affiliated-with-Steward-Partners-detailed-disclosure.html