Manuel Ramirez is a registered investment advisor, based in Cedar Park, TX, with 22 years of industry experience.
Location
Cedar Park, TX
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Manuel is an independent licensed insurance agent.
Employment History
Previous Registrations
Versai Wealth Management LLC
August 2018 - December 2025 · 7 yrs 4 mos
B.B. Graham & Company, INC.Broker
October 2011 - November 2017 · 6 yrs 1 mo
Per Stirling Capital Management, LLC
September 2011 - June 2018 · 6 yrs 9 mos
Choice Investments, INC.Broker
June 2009 - September 2011 · 2 yrs 3 mos
Choice Advisory Group, INC.
May 2009 - September 2011 · 2 yrs 4 mos
UBS Financial Services INC.
September 2007 - June 2009 · 1 yr 9 mos
UBS Financial Services INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Assent LLCBroker
March 2003 - April 2004 · 1 yr 1 mo
Andover Brokerage, L.L.C.Broker
June 2002 - March 2003 · 9 mos
Worldco, L.L.C.Broker
April 2000 - June 2002 · 2 yrs 2 mos
State Registrations2 states
LATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.