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Nathaniel Ramsay

Ameriprise Financial Services, LLC

Norwell, MA

Greensburg, PA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-14
NJ RA APPROVED 2023-06-08
TX RA APPROVED_RES 2023-06-08
FL RA APPROVED 2021-08-02
  • PA RA
    APPROVED
    Since 2024-08-14
  • NJ RA
    APPROVED
    Since 2023-06-08
  • TX RA
    APPROVED_RES
    Since 2023-06-08
  • FL RA
    APPROVED
    Since 2021-08-02

Branch Locations

80 Washington St Ste E11, Norwell, MA 02061 • United States

258 Frye Farm Rd, Greensburg, PA 15601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orta Pembroke MA 09/2016 03/2017
University Of Massachusettes Boston MA 09/2016 07/2018
Ameriprise Financial Services, Inc. Norwell MA 06/2016 02/2018
John Hancock Investments Boston MA 06/2017 07/2017
John Hancock Boston MA 09/2018 09/2019
John Hancock Funds, Inc. Boston MA 09/2018 09/2019
Ameriprise Financial Services, Inc Norwell ME 12/2019 03/2020
Ameriprise Financial Services, Llc Norwell MA 03/2020 Present
  • 09/2016 → 03/2017
    Orta
    Pembroke, MA
  • 09/2016 → 07/2018
    University Of Massachusettes
    Boston, MA
  • 06/2016 → 02/2018
    Ameriprise Financial Services, Inc.
    Norwell, MA
  • 06/2017 → 07/2017
    John Hancock Investments
    Boston, MA
  • 09/2018 → 09/2019
    John Hancock
    Boston, MA
  • 09/2018 → 09/2019
    John Hancock Funds, Inc.
    Boston, MA
  • 12/2019 → 03/2020
    Ameriprise Financial Services, Inc
    Norwell, ME
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Norwell, MA
Previous Registrations
Other Businesses

Real Estate License; Yes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-29
S63 Uniform Securities Agent State Law Examination 2017-06-02
  • S66 Uniform Combined State Law Examination
    2018-10-29
  • S63 Uniform Securities Agent State Law Examination
    2017-06-02
Other Names
  • Ned Charles Ramsay
  • Ned Ramsay
  • Nathaniel Charles Ramsay

View on SEC IAPD

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Other Offices

ESSENTIAL ASSET MANAGEMENT, LLC · NORWELL, MA
BAY COLONY ADVISORS · NORWELL, MA
FLAGSHIP HARBOR ADVISORS, LLC · NORWELL, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Norwell, MA
LPL FINANCIAL LLC · NORWELL, MA
GORMAN FINANCIAL MANAGEMENT · NORWELL, MA
DIVERSIFIED FINANCIAL MANAGEMENT · NORWELL, MA
RBC CAPITAL MARKETS, LLC · NORWELL, MA

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