Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Elizabeth Ramsay-longley is an investment advisor representative with Steward Partners Investment Advisory, LLC. Kaitlyn has been in the industry since 2012 and has a Series 6, 7, 63, and 65 license. Kaitlyn is also a Certified Financial Planner. Prior to joining Steward Partners Investment Advisory, LLC, Kaitlyn worked at Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Putnam Retail Management Limited Partnership. Kaitlyn is committed to providing her clients with personalized financial advice and helping them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NH
07/14/2020 - Present
Steward Partners Investment Advisory, LLC (Manchester NH)
NH
07/16/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
02/10/2020 - 06/08/2020
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
08/01/2016 - 12/09/2019
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NH
09/19/2012 - 01/04/2013
SANTANDER SECURITIES LLC (SALEM NH)
NH
08/03/2012 - 09/19/2012
LPL FINANCIAL LLC (SALEM NH)
MA
07/13/2010 - 06/11/2012
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NH
01/14/2008 - 12/31/2009
INVESTACORP, INC. (LONDONDERRY NH)
IA
Issued 04/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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