Cesarandres Ramirez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 06/2020
  Jpmorgan Chase Bank, N.A.
  Lewisville, TX
• 09/2017 → 07/2018
  Td Ameritrade
  Southlake, TX
• 05/2017 → 08/2017
  Fiserv
  Dallas, TX
• 12/2017 → 01/2018
  Stonegate Capital Partners
  Dallas, TX
• 08/2015 → 09/2016
  University Of North Texas
  Denton, TX
• 09/2016 → 02/2017
  Unemployed
  Denton, TX
• 08/2018 → 07/2019
  J.P. Morgan Securites Llc
  Lewisville, TX
• 05/2016 → 09/2016
  Macy's
  Denton, TX
• 02/2017 → 04/2017
  Td Ameritrade
  Southlake, TX
• 06/2019 → 07/2021
  Kata Mechanics
  Red Oak, TX
• 07/2021 → 12/2022
  Goldman Sachs Llc
  Dallas, TX
• 12/2022 → 12/2023
  Elbit Systems
  Fort Worth, TX
• 01/2024 → Present
  Fisher Investment
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11
• S63 Uniform Securities Agent State Law Examination
  2018-11-15

Other Names

• Cesar A Ramirez
• Cesar Ramirez
• Cesar Andres Ramirez