Justin Ramirez CCO and Senior Counsel
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Activity overview
Latest activity by Justin Ramirez CCO and Senior Counsel-
Justin Ramirez CCO and Senior Counsel created an article,
APEX CUSTOMER ACCOUNT AGREEMENT AND ADVISOR AUTHORIZATION
This Customer Account Agreement (the “Agreement”) sets forth the respective rights and obligations of Apex Clearing Corporation (“Apex”) and the customer identified on the New Account Application ...
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Justin Ramirez CCO and Senior Counsel created an article,
All-In podcast
Ticker: $ALLINPOD Long description: This discretionary portfolio holds stocks based on investment themes and specific companies highlighted on the popular All-In podcast. Stocks are chosen by the...
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Justin Ramirez CCO and Senior Counsel created an article,
User Portfolios: Responsibilities and Limitations
While copy trading can be a convenient way to participate in investment strategies created by others, the ultimate responsibility for your investment decisions remains with you. Authorization for...
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Justin Ramirez CCO and Senior Counsel created an article,
ELDERLY
Ticker: ELDERLY This discretionary portfolio holds stocks related to end-of-life care, medical devices, and senior living services. It includes companies in healthcare services, hospice care, cardi...
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Justin Ramirez CCO and Senior Counsel created an article,
Authorization for Auto-Copying Portfolios
Authorization for Auto-Copying Portfolios By selecting to auto-copy a portfolio through the dub platform, you authorize dub Financial, LLC ("Broker-Dealer") to execute securities transactions in yo...
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Justin Ramirez CCO and Senior Counsel created an article,
Managing Your dub Subscription: Cancellations and Refunds
Canceling Your Free Trial If you're currently in your one-week free trial period and want to prevent automatic renewal: From the dub App Open the dub app Tap in to your settings located at the top...
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Justin Ramirez CCO and Senior Counsel created an article,
Market Holiday Schedule
Holiday 2025 2026 2027 New Year’s Day Wednesday, January 1 Thursday, January 1 Friday, January 1 Martin Luther King, Jr. Day Monday, January 20 Monday, January 19 Monday, January 18 Wa...
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Justin Ramirez CCO and Senior Counsel created an article,
Cramer Portfolios
Portfolio Thesis: Jim Cramer, host of CNBC's "Mad Money," is one of the most influential voices in retail investing. With decades of hedge fund experience and extensive industry connections, Cramer...
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Justin Ramirez CCO and Senior Counsel created an article,
AI-Driven
Our CHATGPTAI, CLAUDEAI, and GEMINIAI portfolios use AI stock analysis. ChatGPT is a large language model (LLM) developed by OpenAI; Claude is an LLM developed by Anthropic, and Gemini is an LLM de...
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Justin Ramirez CCO and Senior Counsel created an article,
Understanding Management Fees
Management fees are charges that apply only to specific Premium Portfolios managed by dub Financial, LLC (dub Financial). These fees are separate from your dub subscription and compensate the portf...