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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ramsey is a financial advisor with Oxford Financial Group, Ltd., in Carmel, Indiana. Robert has been in the financial industry since 2012 and has a wealth of experience in providing financial planning and investment management services to a wide range of clients. Robert is a Chartered Financial Analyst (CFA) and holds the Series 30 license. Robert's expertise is in serving high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and corporations.
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.
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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IN
03/19/2021 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
BC
Issued 09/02/2021
Series 30 - NFA Branch Manager Examination
Active
Inactive
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