Matthew John Ramirez
Investment Advisor Representative
- Role
- Registered Representative at Fortis Lux Financial
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Matthew John Ramirez
I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like: • preserving their wealth• risk management • mitigating taxes• taking care of their heirs• wealth transfer• charitable giving• employee benefits and retention services• retirement planning strategies• estate strategies• business continuation strategiesI am licensed to sell Insurance in AZ, MA, NJ, NY, PA, SC. VA and securities in in New York. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC Supervisory address: 420 Lexington Avenue, Suite 2510, New York, NY 10••••••••00.
Experience
Registered Representative
May 2022 — Present · New York, NY, US
Education
Lehman College
Bachelor of Arts (B.A.), English
2012 — 2016
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