Investment Services International, LLC
Ramon Carpio
MBA-Financial Planning
"Planning your Financial Independence"
3 Years of Experience
- Insurance License# 1513382
- Firm CRD# 160427
- Series 6, 63, 65
- CRD# 5564619
Offers & Pledges
- I provide a free initial consultation:
We provide tax return preparation services for individuals and small business clients, customized asset management services, comprehensive financial planning services, and risk management services including life insurance, health insurance and annuity solutions. Our mobile office and technology allow us to conduct financial reviews from the comfort of your home or business. We offer military, law enforcement, and federal employee discounts to clients. Se habla espanol.
HIGHLIGHTS
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FAQs
What are your qualifications? What is your education background?
What services do you offer?
Will you be the only person working with me?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
How much risk should I be willing to take?
Have you ever been charged with any breaches?
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What are your qualifications? What is your education background?
Ramon Carpio has an MBA in Financial Planning. He is also an enrolled agent and is working on obtaining other financial planning certifications. -
What services do you offer?
Investment Management, Tax preparation and representation, Financial Planning, and Risk Management. -
Will you be the only person working with me?
Yes. We tailor our financial advice to every individual client's needs. -
How are you compensated? How will I pay for your services?
Fee based investment management, tax preparation, and financial planning service. We do receive commissions for insurance policies sold through our advisors. -
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No. We provide investment management services on a discretionary basis. -
How much risk should I be willing to take?
Risk depends on the individual investor. We are not willing to take any more risk than the investor is willing to tolerate. -
Have you ever been charged with any breaches?
No.
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Office Hours
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Mon. | 9:00 AM - 7:00 PM | |
Tue. | 9:00 AM - 7:00 PM | |
Wed. | 9:00 AM - 7:00 PM | |
Thu. | 9:00 AM - 7:00 PM | |
Fri. | 9:00 AM - 7:00 PM | |
Sat. | 9:00 AM - 2:00 PM |
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