Unclaimed
Judith Ramsey is an investment advisor representative registered in 6 states. Judith has over 8 years of experience in the financial industry. Judith has been with MML Investors Services, LLC since 2015. Judith has Series 6, Series 63 and Series 65 licenses. Judith is also a licensed life, disability and fixed annuities agent. Judith is an active member of the community and writes and self-publishes children's books about how money works. Judith is committed to helping 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
10/19/2023 - Present
MML Investors Services, LLC (Mohegan Lake NY)
OH
06/11/2018 - 11/17/2022
HORNOR, TOWNSEND & KENT, LLC (COLUMBUS OH)
OH
06/26/2015 - 06/07/2018
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
12/16/2014 - 06/16/2015
NYLIFE SECURITIES LLC (DUBLIN OH)
IA
Issued 12/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Judith Ramsey is the right advisor for you? Invested Better is here to help.