Ramon
Cervantes
Eagle Strategies LLC
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About this Advisor
Ramon Cervantes is a financial advisor based in Andover, Massachusetts, working with Eagle Strategies LLC. Ramon has previously held positions at Chris Barredo Insurance Agency, State Farm Vp Management Corp, State Farm - Henry Ung, State Farm - Joe Nguyen, State Farm - Chris Barredo, State Farm - Tommy Le, State Farm - Virnie Tordera, Options Insurance Services, New York Life Insurance Company, Nylife Securities LLC, and Eagle Strategies LLC. Ramon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Ramon is part of Eagle Strategies LLC, which operates out of Andover, Massachusetts. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ramon Cervantes Work History
Eagle Strategies LLC
Nylife Securities LLC
Options Insurance Services
New York Life Insurance Company
State Farm - Tommy Le
State Farm - Virnie Tordera
State Farm - Henry Ung
State Farm - Joe Nguyen
State Farm - Chris Barredo
State Farm Vp Management Corp
Chris Barredo Insurance Agency
Disclosures
Please visit the SEC profile of Ramon Cervantes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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