Andy Rampersaud, CRPC®
Oviedo, Florida, 32765
Member Since 2011
I manage a full-service financial planning practice committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. Through our partnership you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, the client. My success as an advisor is dependent on your success and happiness as my client.
My Location
Background Information
Years of Financial Experience
- 13
Education
- College for Financial Planning (CRPC Designation)
- Queens College of New York (1990-1993)
Certifications and Designations
- CRPC®
Association Memberships
- FSI
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- National Financial Services LLC
Types of Financial Reports
- Performance Report (Monthly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Investment Advisor Representative
- CRD/IARD Number: 4030919
- Securities Registrations: Series 7, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: Cambridge Investment Research Inc,
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementRegistered Representative Securities offered through Cambridge Investment Research, Inc., Broker/ Dealer, Member FINRA/SIPC. To be admitted to the Paladin Registry Honor Roll for Financial Professionals, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide service to clients. Recipients are identified through research conducted by Investor Watchdog via an algorithm focusing on information focusing on advisor competence and ethics including but not limited to: experience, education, certifications, compliance records, licensing, registrations, disclosure practices, fiduciary skills, etc. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information go to www.PaladinRegistry.com or InvestorWatchdog.com
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Derivatives, Commodities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Visit Website - http://www.andyrampersaud.com
