Sherry L. Ramsey
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sherry Lynelle Ramsey, who also goes by Sherry Ramsey Dzierzek, was a registered financial professional .
Sherry is a previously registered financial professional and started their career in finance in 1984. Sherry had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 4, 2003 - December 11, 2023
INVESTMENT MANAGEMENT OF VIRGINIA, LLC
June 8, 2002 - July 9, 2003
PFS INVESTMENTS INC.
May 5, 1999 - July 20, 2000
SCOTT & STRINGFELLOW, LLC
September 13, 1986 - May 5, 1999
SCOTT & STRINGFELLOW, INC.
September 19, 1984 - November 13, 1984
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INVESTMENT MANAGEMENT OF VIRGINIA, LLC
CRD#: 108687 / SEC#: 801-57765
Contact information
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 571,447,294 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
