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 20 years of experience in the industry. Jeffrey is currently registered with Choreo, LLC and has been with the firm since February 2022. Jeffrey previously held positions at RSM US Wealth Management LLC and Lifetime Financial Advisors.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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MN
10/18/2017 - Present
Choreo, LLC (Minneapolis MN)
MN
08/15/2005 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (MINNEAPOLIS MN)
OH
02/02/2004 - 08/01/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CT
08/15/2001 - 12/31/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
07/26/2001 - 08/14/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NE
07/18/2001 - 08/14/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
07/18/2001 - 08/14/2002
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
07/18/2001 - 08/14/2002
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
07/18/2001 - 08/14/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
GA
07/05/2001 - 06/28/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
OH
07/16/2001 - 06/24/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
06/19/2001 - 05/28/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
02/16/1998 - 06/01/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/13/1998 - 06/01/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/1989 - 01/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/1989 - 01/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VT
02/26/1988 - 10/01/1988
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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