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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christopher Ramsey is a financial advisor who has been in the industry since 2006. Mark is currently registered with LPL Financial LLC in Andover, MA. Mark has experience working with various clients, including individuals, corporations, and charitable organizations. Mark's specialties include financial planning, investment management, and retirement planning. Mark also holds several licenses and certifications, including Series 6, 7, 63, 66, 99 and SIE.
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
MA
07/28/2023 - Present
LPL Financial LLC (ANDOVER MA)
TN
11/04/2020 - 08/22/2023
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
MA
08/07/2012 - 10/28/2020
LPL FINANCIAL LLC (BOSTON MA)
MA
01/02/2008 - 04/19/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
02/06/2007 - 12/07/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
CA
08/08/2005 - 02/12/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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