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Eduardo Andres Ramos Perez

Freedom Advisory

Guaynabo, PR

CRD 7141245

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Employer firm

Freedom Advisory CRD 147546

$881M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Freedom Advisory

Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-11-21
  • PR RA
    APPROVED
    Since 2024-11-21

Branch Locations

Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Oxnard TX 06/2019 10/2024
Loyola University Maryland Baltimore MD 08/2015 05/2019
Charles Schwab Bank, Ssb Oxnard CA 02/2021 10/2024
Freedom Advisory Guaynabo PR 11/2024 Present
  • 06/2019 → 10/2024
    Charles Schwab & Co., Inc.
    Oxnard, TX
  • 08/2015 → 05/2019
    Loyola University Maryland
    Baltimore, MD
  • 02/2021 → 10/2024
    Charles Schwab Bank, Ssb
    Oxnard, CA
  • 11/2024 → Present
    Freedom Advisory
    Guaynabo, PR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Eduardo Ramos
  • Eduardo Andres Ramos

View on SEC IAPD

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