Janet RamseyCRD Number: 1317643
Current Firm: Lincoln Financial Securities Corporation
Janet Ramsey (CRD# 1317643) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Durham, NC and has over 32 years of experience in the finance industry. Janet Ramsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Lincoln Financial Securities Corporation||Durham, NC||Jul 2008 - Current||8|
|Jefferson Pilot Securities Corp.||Durham, NC||May 2001 - Jul 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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