Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Corujo-ramsey has been in the financial services industry since June 19, 1989. Lourdes is currently registered with Osaic Wealth, Inc. in San Juan, Puerto Rico and has been with the firm since January 2025. Lourdes has previously been registered with Jefferson Pilot Securities Corporation and Washington Square Securities, Inc. Lourdes is a Series 66, Series 24, Series 6TO, SIE, and Series 7 licensed professional. Lourdes is registered in 12 states and is also a registered Investment Advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PR
01/24/2025 - Present
Osaic Wealth, Inc. (SAN JUAN PR)
CT
10/05/1998 - 09/07/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
06/20/1989 - 10/13/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 11/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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