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Ashok S Ramji

Insight Folios

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About Ashok S Ramji

Ashok S Ramji is an Investment Advisor Representative at Insight Folios. Ashok is a seasoned professional with over 20 years of experience in the financial services industry. Ashok holds a Series 3, Series 7, and Series 66 securities licenses. Ashok also has experience as a financial consultant and has worked with a variety of clients, including high-net-worth individuals, families, and businesses. Ashok is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Ashok Ramji is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashok Ramji’s Registration & Firm History

NC

09/27/2019 - Present

Insight Folios (CHARLOTTE NC)

WA

07/05/2017 - 11/17/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (BELLEVUE WA)

NY

09/19/1997 - 12/13/2000

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/07/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1998

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashok S Ramji.
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