Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Ramsey is a registered Investment Advisor Representative with Capsouth Wealth Management in Dothan, Alabama. Peter has been in the financial services industry since 2020 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter offers financial planning, portfolio management for businesses and individuals, as well as educational seminars and consulting services. Peter has earned the Series 7TO and Series 66 licenses. Peter has a broad client base with experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and others.
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
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.
Percentage of net worth
1
2
AL
11/07/2021 - Present
Capsouth Wealth Management (DOTHAN AL)
AL
12/21/2020 - 10/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOTHAN AL)
BOTH
Issued 12/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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