Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ramsay is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. James Ramsay has been working in the financial industry since 2018. James Ramsay has a Series 66, Series 7TO and a SIE license. James Ramsay has a Certified Financial Planner designation. James Ramsay is licensed in Alabama, Florida, Illinois, Maryland, Nevada, New York, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Prior to joining Fidelity Personal And Workplace Advisors, James Ramsay worked at Park Avenue Securities and KMS Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/21/2022 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
VA
09/17/2021 - 02/03/2022
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
09/12/2019 - 08/24/2020
KMS FINANCIAL SERVICES, INC. (Norfolk VA)
BOTH
Issued 01/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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