Linda Marie Corujo Ramsey

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Corujo - Perez Financial Group
  San Juan, PR
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  San Juan, PR
• 07/2007 → Present
  Linda Corujo Retirement Center
  San Juan, PR
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Juan, PR

Previous Registrations

• 2013-09-03 → 2025-01-24
  Osaic Fs, Inc.
  San Juan, PR

Other Businesses

1. Trustee for the Estate of Gustavo Enrique Corujo Ramsey POSTION: Trustee NATURE: Administrate the estate Gustavo Enrique Corujo Ramsey for the benefit of the beneficiaries of the estate. INVESTMENT RELATED: No. NUMBER OF HOURS 15 SECURITIES TRADING HOURS 15 START DATE: 03/01/2019 DESCRIPTION: Administrate the estate Gustavo Enrique Corujo Ramsey for the benefit of the beneficiaries of the estate. 2. Corujo Advisory Group POSTION: Owner, President NATURE: Linda Corujo is the owner of the General Agency corujoadvisorygroup.com that offers: Life Insurance LTC & Health Insurance P & C Health Insurance Fixed & Index annuities Premium Finance. INVESTMENT RELATED: No. NUMBER OF HOURS 120 SECURITIES TRADING HOURS 120 START DATE: 07/29/2024 DESCRIPTION: Sell the products mention before 3. Fundacion CIAPR-Foundation CIAPR POSTION: Committee Member NATURE: Provide scholarships to engineering students. INVESTMENT RELATED: No. NUMBER OF HOURS 4 SECURITIES TRADING HOURS 0 START DATE: 04/22/2016 DESCRIPTION: Help in planning fundraising activities. 4. Linda Corujo POSTION: One of the writers NATURE: Please refer to Adtrack LFS-5591932-032723In the office we prepare a recipe book of ours to give away to our clients and relatives. This is a gift and will not be sold. It is in Amazon because it was used as the platform to print it, which was cheaper for us. The cost is $3.80 INVESTMENT RELATED: No. NUMBER OF HOURS 0 SECURITIES TRADING HOURS 0 START DATE: 04/03/2023 DESCRIPTION: Gift for clients and relatives. We are keeping a list of who it was given to and it will be filed as Gift and Gratuite file 5.FIDEICOMISO IRRV GALLERY POSITION: Owner NATURE: The Trust receives rent from an office building space and two apartments. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 103 Avenida De Diego, 601 Sur, San Juan PR 00911, United States DESCRIPTION: The Trust receives rent from an office building space and one apartment. The offices are : 319 Villa Nevarez, Carr 21 San Juan PR 00927 317 Villa Nevarez, Carr 21 San Juan PR 00927 The apartment address is 103 Ave De DiegoGallery Plaza 1606 SurSan Juan PR 00911

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-27
• S63 Uniform Securities Agent State Law Examination
  2001-10-01

Designations

• Chartered Financial Consultant

Other Names

• Linda M Courjoramsey
• Linda M Corujo Ramsey
• Linda Marie Corujoramsey
• Linda Marie Corujo-Ramsey