Andy Rampersaud
Rampersaud Wealth Management

Tel: (407) 761-5295
409 Terravista Pl
Oviedo, FL 32765

About Rampersaud Wealth Management

Please visit my website for a complete description of my practice.

16 Years of Experience


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General Information

Firm Start Year:   1999
No.of Employees:   1
Insurance License#:   E023349
Name of Broker/Dealer:   Investacorp, Inc.
Name of Custodial Firm:   National Financial Services, LLC
States Licensed in:   FL,GA,CT,AZ,SC,CA,OH
Number of Years with Current Firm:   1
Work Experience:   TDWaterhouse, Ameriprise, Cambridge
Investment Research Inc.
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Annuities , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Variable Life , Disability , Annuity , Health , Variable Annuity , Long Term Care
Financial Organization Memberships:   FSI


Firm Information

Firm's Number of Clients:   400000
Firm's Number of Planning Clients:   250000
Firm's Number of Managed Clients:   350000
Assets Managed by Firm:   $400000000
Advisor's Number of Clients:   85
Advisor's Number of Managed Clients:   25
Advisor's Number of Planning Clients:   60
Assets Managed by Advisor:   $26000000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions , Based on Assets , Flat Fee
Fee % Based on Assets:   1-1.5



Faqs

  • What are your qualifications? What is your education background? Series 7, 63, 65 and CRPC designation.
  • What is your approach to financial planning? Listen to clients then determine the best course of action for their goals.
  • What services do you offer? Asset management, portfolio monitoring, investment selection, account opening, insurance services and retirement planning.
  • How many clients do you currently manage? 85
  • Will you be the only person working with me? Yes
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Disclaimer

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more individuals are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific individual is not currently securities and/or advisory licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites.

Andy Rampersaud

Andy Rampersaud

CRPC

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check