Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Ramsay is a financial advisor at Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Tammy is registered with FINRA, and holds Series 7, 9, 10, 63 and 66 licenses. Tammy Ramsay is also a Registered Investment Advisor in multiple states. Tammy provides investment advice and financial planning services to individuals, families, businesses, and retirement plans.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Jose CA)
CA
08/20/2010 - 06/14/2024
SECURITIES AMERICA, INC. (San Jose CA)
CA
06/01/2009 - 07/30/2010
MORGAN STANLEY SMITH BARNEY (SAN JOSE CA)
CA
03/12/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
01/09/1992 - 03/12/2008
FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)
MO
09/04/1990 - 01/16/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
10/31/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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