Let's move forward. Together.

José Julio Ramírez Vélez

Financial Advisor

Registered States:
  • FL
  • MO
  • NY
  • PR

Education

  • BA, University of Puerto Rico, Mayaguez
  • Series 7, FINRA
  • Series 66, FINRA
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

José Julio Ramírez Vélez is also part of:
Franco J. Carrasco, CFA

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

House View Monthly

Man working on laptop during virtual call

Planning for a changing tax landscape

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Retirement plan services

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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