Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Matthew Ramsey is a financial advisor with over 20 years of experience in the industry. Brett is currently registered with LPL Financial LLC and has been with them since 2014. Before joining LPL Financial LLC, Brett worked for WADDELL & REED, WFG INVESTMENTS, INC., FSC SECURITIES CORPORATION, and INTERSECURITIES, INC. Brett holds Series 63, Series 66, Series 7, and SIE licenses. Brett is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
07/21/2021 - Present
LPL Financial LLC (CARMEL IN)
IN
03/30/2020 - 07/21/2021
WADDELL & REED (CARMEL IN)
IN
10/06/2014 - 03/31/2020
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
06/22/2010 - 10/06/2014
WFG INVESTMENTS, INC. (GREENWOOD IN)
IN
09/24/2003 - 06/24/2010
FSC SECURITIES CORPORATION (GREENWOOD IN)
FL
10/24/2002 - 09/29/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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