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MR

Mark F. Ramey

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CRD#: 865587
MR

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.

Mark Francis Ramey, who also goes by Mark F Ramey, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1979. Mark had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark F Ramey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 19, 2012 - October 3, 2012

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
COLORADO SPRINGS, CO
Past

September 12, 2011 - October 3, 2012

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

July 28, 1997 - August 15, 2011

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
COLORADO SPRINGS, CO
Past

March 8, 1989 - June 24, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 24, 1987 - March 16, 1989

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Past

May 10, 1984 - April 25, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

May 1, 1979 - May 5, 1984

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/2/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/27/1979
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


II
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.

CRD#: 111516 / SEC#: 801-66615

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Contact information


Main Address
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
Mailing Address
Phone number
(719) 592-9299
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A DATED 03/29/2024 (3/29/2024)

Regulatory assets under management


Total Number of Accounts356
AUM (Assets Under Management)$ 39,933,048

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.

Company Information


INTERVEST INTERNATIONAL, INC.

CRD#: 111516

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