Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Ramey is a registered representative with LPL Financial LLC and has been in the financial industry since 2001. Mark has held previous roles with Intervest International Equities Corporation and The O.N. Equity Sales Company. Mark's professional certifications include Series 6, 7, 63 and 66, and he holds a SIE designation. Mark's primary office is located at 4707 Executive Dr in San Diego, California. Mark is registered to provide investment advice in multiple states including Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Nebraska, South Carolina and Tennessee.
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
CA
05/23/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CO
09/13/2011 - 05/24/2023
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
CO
09/28/2001 - 08/09/2011
THE O.N. EQUITY SALES COMPANY (COLORADO SPRINGS CO)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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