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Advisor History
- Registered Investment Adviser (RIA) since November 30th, 1999.
- ChFC (Chartered Financial Consultant) June, 2001.
- Level II CFA Candidate - CFA Institute.
- Investment Advisor Representative (IAR) - Linsco Private Ledger - February, 1994 to
November 1999.
- Registered Representative - Transamerica Financial Resources - June, 1990 to January,
1994.
- Registered Representative -
Equico Securities - June, 1986 to June, 1990.
Organization Membership
- CFA Institute
- Securities Analysts of San Francisco
- Paladin Registry
Hours of Operation:
5:45AM
to 4:30PM PST -
Monday through Friday
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Paladin Registry:
A service for investors to evaluate qualifications
and other documentation. Approximately 10% of the financial professionals
who apply to the registry are admitted. Please click the Registry Icon to review the profile for Ramsdell Capital.
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