Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ramsay is an active investment advisor representative with a focus on providing financial planning, educational seminars, and portfolio management for individuals and businesses. Robert has over 20 years of experience in the financial services industry and is registered with Osaic Institutions, Inc. Robert is a licensed representative in the state of Florida. Robert has previously been employed with Fifth Third Securities, Inc., FAM Distributors, Inc., M&I Financial Advisors, Inc, and BMO HARRIS FINANCIAL ADVISORS, INC. Robert is also a Senior Vice President, Private Wealth Advisor at Finemark National Bank & Trust.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
FL
05/16/2014 - Present
Osaic Institutions, Inc. (FORT MYERS FL)
FL
08/01/2012 - 12/14/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (BONITA SPRINGS FL)
FL
05/01/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BONITA SPRINGS FL)
FL
02/28/2003 - 03/14/2008
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
NY
05/26/1999 - 12/02/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 07/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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