Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ramsey is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC in Orlando, Florida. Jeffrey has held previous positions with Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., UBS Paine Webber Inc., Invest Financial Corporation, Ameristar Capital Markets, Inc. and Prudential Securities Incorporated. Jeffrey is a Series 7, Series 24, Series 53, and Series 63 licensed professional.
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.
1
2
FL
05/26/2023 - Present
LPL Financial LLC (ORLANDO FL)
TN
05/01/2007 - 08/03/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
12/05/2002 - 05/01/2007
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
NJ
03/01/1999 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
WI
02/01/1997 - 02/17/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/19/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
NY
02/03/1994 - 03/26/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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