Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Charles Ramsay is an investment advisor representative who is registered with Valmark Advisers, Inc. in Falmouth, ME. Owen has been in the financial industry since 2022. Owen holds the Series 66, Series 7TO and SIE licenses. Owen is a Retirement Advisor at Lebel & Harriman, LLP. Owen is also a JV Boys Hockey Coach at Yarmouth School Department. Owen has a strong background in education and finance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
ME
03/03/2023 - Present
Valmark Advisers, Inc. (Falmouth ME)
BOTH
Issued 02/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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