UBS Financial Services
46yrs
Top advisor by experience in Albany
21yrs
John Ramirez has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Albany, New York. After three years at B. Riley Wealth Management and a year at Avidian Wealth Solutions, John joined PKS Advisory Services in 2011, a firm offering financial planning, investment management, and retirement plan consulting. PKS Advisory Services reports being paid through a percentage of assets and flat fees.
One of 393 advisors with offices in Albany, and one of 340 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors in New York
Office80 State Street, Albany, NY 12207
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$221,397
Advisors at the firm44
States licensed ?1 state
Services through PKS Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowPKS Advisory Services, LLCCurrent firm
- 2007 – 2011B. Riley Wealth ManagementPreviously
- May 2007 – Apr 2008Avidian Wealth SolutionsPreviously
Contact John
(518) 426-5791PKS Advisory Services main office 80 State StreetAlbany, NY 12207Office · Get directions Firm websitewww.premierwealthadvisorygroup.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call PKS Advisory Services at (518) 426-5791 and ask for John Ramirez. John works from the Albany, NY office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 21 years. More experience than 63% of advisors in New York.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
PKS Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
PKS Advisory Services
43yrs
Top advisor by experience at PKS Advisory Services
RBC Capital Markets
43yrs
Top 1% by experience in Albany
Cerity Partners
42yrs
Top 1% by experience in Albany
LPL Financial
42yrs
Top 1% by experience in Albany
PKS Advisory Services
42yrs
Top 2% by experience in Albany