Kaitlyn Elizabeth Ramsay-Longley

Current Employers

Employment History

• 06/2016 → 12/2019
  Putnam Retail Management Ltd Partnership
  Andover, MA
• 01/2020 → 07/2020
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 07/2020 → Present
  Steward Partners Global Advisory, Llc
  Manchester, NH
• 07/2020 → Present
  Steward Partners Investment Advisory, Llc
  Manchester, NH
• 07/2020 → 05/2022
  Raymond James Financial Services, Inc.
  Manchester, NH
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Manchester, NH

Previous Registrations

• 2020-02-18 → 2020-06-10
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2018-04-23 → 2019-12-09
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
  Boston, MA

Other Businesses

1) Steward Partners Investment Advisory, LLC. Investment related. Investment advisory firm. Manchester, NH. Started: 07/2020. 0 hrs. per month, 0 during trading hrs. Investment Advisor Rep. 2) Steward Partners Global Advisory, LLC. Investment related. Insurance business. Manchester, NH. Started: 07/2020. 0 hrs. per month, 0 during trading hrs. Insurance Agent. 3) Taube Wealth Management Group. Address: Manchester, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 11/01/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Registered Client Administrative Manger. 4) Name of outside activity: The Moore Center; Nature of business: Non-profit helping people with developmental disabilities; City/State: Manchester, NH; List of Duties: Board Member; Start Date: 01/01/2025; 4 HRS/Mo devoted to this activity; 1-2 Hrs/Mo devoted to this activity during trading hours; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  2016-10-10

Designations

Other Names

• Katie Ramsay
• Kaitlyn Elizabeth Devriendt
• Kaitlyn Elizabeth Ramsay
• Kaitlyn E Ramsay
• Katie Longley
• Kaitlyn Longley