Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ramsey has been in the financial services industry since March 2003. Jennifer is a registered representative of LPL Financial LLC, and is licensed in 53 states and the District of Columbia. Jennifer is a securities principal and has held this position since September 2013. Jennifer has previously worked at several other firms including UBS Financial Services Inc., McDonald Investments Inc., and David A. Noyes & Company. Jennifer is dedicated to providing her clients with a high level of personalized service and has experience working with individuals, families, businesses, and institutions. Jennifer is also a Certified Financial Planner. Jennifer is committed to helping her clients reach 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.
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.
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2
SC
10/11/2022 - Present
LPL Financial LLC (FORT MILL SC)
OH
08/08/2016 - 01/15/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
04/15/2014 - 08/08/2016
PNC INVESTMENTS (CLEVELAND OH)
OH
05/09/2013 - 04/09/2014
VALMARK SECURITIES, INC. (AKRON OH)
OH
02/03/2010 - 04/23/2013
FIRST ALLIED SECURITIES, INC. (HUDSON OH)
OH
09/17/2009 - 01/04/2010
NYLIFE DISTRIBUTORS LLC (LAKEWOOD OH)
OH
02/09/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
08/27/2004 - 02/09/2007
MCDONALD INVESTMENTS INC. (AKRON OH)
NJ
07/12/2004 - 09/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IN
06/24/2002 - 05/18/2004
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
04/23/2002 - 06/18/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/23/2002 - 06/18/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/30/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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