Wilmer Ricardo Cordoba

Current Employers

Employment History

• 10/2017 → 02/2021
  Morgan Stanley
  Beverly Hills, CA
• 01/2016 → 06/2017
  Uc Davis
  Davis, CA
• 07/2017 → 10/2017
  Unemployed
  Los Angeles, CA
• 11/2017 → 02/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2022 → Present
  Centaurus Financial, Inc.
  Anaheim, CA
• 01/2022 → Present
  Ramos Consulting & Welath Management
  Downey, CA
• 02/2021 → 01/2022
  Family Leave
  Cypress, CA
• 10/2024 → Present
  Nest Egg Etfs, Llc Dba Nestyield Etfs
  Downey, CA

Previous Registrations

• 2018-02-13 → 2021-03-10
  Morgan Stanley
  Beverly Hills, CA

Other Businesses

1. RAMOS CONSULTING & WEALTH MANAGEMENT INC. 8141 2ND STREET, SUITE #608A, DOWNEY, CA 90241. DBA FOR BRANDING PUPOSES ONLY. 2. AGENT, FINANCIAL ADVISORS, LLC. 8141 2ND STREET, SUITE #608A, DOWNEY, CA 90241. NON INVESTMENT RELATED SINCE 2/2022 AND I SPEND APPROX. 10-15 HOURS PER MONTH ON THIS ACTIVITY. INSURANCE AGENT. 3. AGENT, PSP FINANCIAL & INSURANCE, 8141 2ND STREET, SUITE #608A, DOWNEY, CA 90241. NON INVESTMENT RELATED SINCE 2/2022 AND I SPEND APPROX. 10-15 HOURS PER MONTH ON THIS ACTIVITY. INSURANCE AND ANNUITY ADVISOR. 4. NEST EGG ETFS, LLC POSITION: Portfolio Manager NATURE: Portfolio Management: Actively managing and overseeing the ETF portfolios, making decisions about asset allocation, security selection, and investment strategies to meet the fund's objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 09/24/2024 ADDRESS: 8141 2nd St, Suite 330, Downey CA 90241, United States DESCRIPTION: Portfolio Manager 5. NESTYIELD ETFS, LLC POSITION: Manager NATURE: NestYield ETFs, LLC is a marketing company for branding purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2024 ADDRESS: 8141 2nd St, Suite 330, Downey CA 90241, United States DESCRIPTION: Marketing Company 6. RAMOS CAPITAL GROUP POSITION: Financial Advisor, Portfolio Manager NATURE: Ramos Capital Group is a wealth management firm under the supervision of Centaurus Financial, a registered investment advisory firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 5 START DATE: 01/20/2022 ADDRESS: 8141 2nd St, Suite 330, Downey CA 90241, United States DESCRIPTION: I provide investment advisory and portfolio management services to clients of Ramos Capital Group. My responsibilities include constructing and managing customized portfolios, delivering financial planning advice, conducting investment research, and ensuring compliance with regulatory and firm standards. All activities are conducted under the supervision of Centaurus Financial, a registered investment advisory firm.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12

Other Names

• Wilmer Ricardo Bernal