Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie A. Ramos is a financial professional with over 15 years of experience in the industry. Jeannie currently works at T. Rowe Price Investment Services, Inc. and holds Series 6, 63, and 65 licenses. Jeannie has held previous positions at LINCOLN FINANCIAL DISTRIBUTORS, INC. and DIRECTED SERVICES LLC.
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.
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.
1
2
MD
11/08/2023 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
PA
12/06/2012 - 09/08/2023
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
03/11/2008 - 09/09/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
AZ
10/24/2005 - 02/19/2008
DIRECTED SERVICES LLC (PHOENIX AZ)
BC
Issued 11/16/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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