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Andre Ramirez

5 Years of Experience
BrokerSells Insurance

Andre Ramirez is a registered investment advisor, based in Ann Arbor, MI, with 5 years of industry experience.

Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andre is an independent contractor for World Financial Group selling fixed insurance products and also works with Transamerica, Nationwide, and Pacific Life selling fixed/indexed life insurance. He also works for Concorde Asset Management soliciting advisory services and acts as a referral agent for Student Optimum Service, while dedicating about 10-20% of his time to Centurion Strategic Advisors for marketing Concorde investment services.

Employment History
Current Registrations
1031 Securities INC.Broker
December 2025 - Present · 4 mos
1031 Securities INC.
December 2025 - Present · 4 mos
Concorde Asset Management, LLC
April 2021 - Present · 5 yrs
Previous Registrations
Concorde Investment Services, LLCBroker
April 2021 - December 2025 · 4 yrs 8 mos
Scf Securities, INC.Broker
December 2020 - April 2021 · 4 mos
Scf Investment Advisors, INC.
December 2020 - April 2021 · 4 mos
Packerland Brokerage Services, INC.
October 2020 - December 2020 · 2 mos
Packerland Brokerage Services, INC.Broker
September 2020 - December 2020 · 3 mos
State Registrations6 states
AZCACONVTXWI
AdvisorBrokerBoth

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.