Millu Chang Ramirez

Current Employers

Employment History

• 05/2016 → 03/2018
  Steel Peak Wealth Management, Llc
  Woodland Hills, CA
• 03/2018 → 07/2023
  Urban Wealth Management
  El Segundo, CA
• 03/2018 → 07/2023
  Uwm Insurance Services, Llc
  El Segundo, CA
• 07/2023 → Present
  Highline Wealth Partners
  Sherman Oaks, CA

Previous Registrations

• 2018-03-02 → 2023-07-26
  Urban Wealth Management Or Uwm
  Henderson, NV
• 2016-06-02 → 2018-03-12
  Steelpeak Wealth, Llc
  Los Angeles, CA
• 2015-12-01 → 2016-07-21
  Trilogy Capital, Inc.
  Woodland Hills, CA
  Irvine, CA
• 2014-08-13 → 2016-06-02
  National Planning Corporation
  Woodland Hills, CA

Other Businesses

CA Insurance Agent. Total Hrs: 1-2 Per Year; Financial Planner Total Hrs: 15 Per Week For Approximately 20 Households. March 2018 - present. 20 hrs. devoted per month; 0 During Trading Hours. Offer, Evaluate and Place Fixed Insurance only Products with Clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-09
• S63 Uniform Securities Agent State Law Examination
  2013-04-30

Designations

Other Names

• Millu C Ramirez
• Sahira Millu Chang Crespo
• Sahira Ramirez
• Sahira Millu Chang Ramirez