Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elizabeth Ramsey is a financial advisor with Stifel, Nicolaus & Company, Inc., with an active registration in Florida and Texas. Susan Ramsey has been in the financial services industry since 2001, and prior to joining Stifel, Nicolaus & Company, Inc., Susan Ramsey worked at WELLS FARGO ADVISORS and WELLS FARGO CLEARING SERVICES, LLC. Susan Elizabeth Ramsey offers a variety of financial planning and portfolio management services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
1
2
FL
11/21/2017 - Present
Stifel, Nicolaus & Company, Inc. (CLEARWATER FL)
FL
08/19/2011 - 08/18/2017
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
04/23/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
10/23/2001 - 03/01/2007
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
IA
Issued 08/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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