Judith Ramsey (CRD# 6385843) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mohegan Lake, NY and has over 8 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massmutual Life Insurance Co | Mohegan Lake, NY | Nov 2022 - Current | 1 |
| Mml Investors Services | Mohegan Lake, NY | Nov 2022 - Current | 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Jun 2018 - Nov 2022 | 4 |
| Hornor Townsend & Kent LLC | Horsham, PA | Jun 2018 - Nov 2022 | 4 |
| Massmutual | Dublin, OH | Jun 2015 - Jun 2018 | 3 |
| Mml Investors Services | Dublin, OH | Jun 2015 - Jun 2018 | 3 |
| Nylife Securities LLC | Dublin, OH | Dec 2014 - Jun 2015 | < 1 |
| New York Life | Dublin, OH | Aug 2014 - Jun 2015 | < 1 |
| Aflac | Columbus, OH | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- NY
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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