Unclaimed
Bryan Deshane Ramsay is a registered investment advisor representative for Cambridge Investment Research Advisors, Inc. in Lawrence, Kansas. Bryan has been in the industry since August 2005. Bryan is licensed in Kansas, and has been registered with Cambridge Investment Research Advisors, Inc. since January 2010. Bryan holds the Series 66, Series 24, and Series 7 licenses. Bryan also holds the SIE. Bryan is also an independent insurance agent for various independent insurance companies. Bryan has experience in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
01/22/2010 - Present
Cambridge Investment Research Advisors, Inc. (Lawrence KS)
KS
01/22/2010 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAWRENCE KS)
KS
08/16/2005 - 01/22/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAWRENCE KS)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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