Lourdes Corujo-Ramsey
Lourdes Corujo-Ramsey is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Juan, PR, with 36 years of industry experience. Lourdes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
452 Ave Ponce De Leon, Suite 503, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lourdes is an agent/owner offering various insurance products, including accident and health, disability, annuities, life, and property & casualty insurance, dedicating full-time hours to this. She also works as a GA Regional Manager and Marketing Director recruiting fixed life agents, and operates as a sole proprietor offering fixed annuities, indexed annuities, life insurance, and property & casualty insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations12 states
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