Unclaimed
Christopher Ramsey is a financial advisor with over 20 years of experience in the industry. He is registered with Lincoln Investment and Capital Analysts, and holds the Series 7, Series 24, and Series 63 licenses. Christopher is also a Certified Financial Planner™. Christopher's experience includes providing financial planning and portfolio management services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals.
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.
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.
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2
TX
06/01/2012 - Present
Lincoln Investment (THE WOODLANDS TX)
TX
01/27/2012 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (THE WOODLANDS TX)
TX
11/21/2001 - 01/30/2012
SANDERS MORRIS HARRIS INC. (THE WOODLANDS TX)
GA
06/07/2000 - 11/21/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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