Jennifer Ramsey, financial advisor Cleveland OH
88 score

Jennifer Ramsey

CRD Number: 4496186
Current Firm: Pnc Investments

Jennifer Ramsey (CRD# 4496186) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Apr 2014 - Current 2
Valmark Securities, Inc. Akron, OH May 2013 - Apr 2014 < 1
First Allied Securities, Inc. San Diego, CA Feb 2010 - Apr 2013 3
Bishop Financial Advisors Hudson, OH Jan 2010 - Apr 2013 3
New York Life Insurance Company Lakewood, OH Jun 2009 - Dec 2009 < 1
Unemployed North Canton, OH Apr 2009 - Jun 2009 < 1
Ubs Financial Services Inc. Akron, OH Feb 2007 - Apr 2009 2
Mcdonald Investments Akron, OH Aug 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jennifer S. Ramsey
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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