Lourdes M 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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corp
  San Juan, PR
• 08/2009 → Present
  Lourdes Corujo Financial Services
  San Juan, PR
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Juan, PR

Previous Registrations

• 2019-12-12 → 2025-01-24
  Osaic Fs, Inc.
  San Juan, PR
  San Juan, PR

Other Businesses

1) LOURDES CORUJO RAMSEY AVENUE PONCE DE LEON 452, SUITE 503 SAN JUAN, PUERTO RICO 00918 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, EQUITY INDEXED ANNUITIES , LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE, AND PROPERTY & CASUALTY INSURANCE. START DATE: 10/01/1989 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160. 2) LOURDES CORUJO 452 PONCE DE LEON, SUITE 508 SAN JUAN, PUERTO RICO 00918 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: GA REGIONAL MANAGER DUTIES: RECRUITING FIXED LIFE AGENTS/TRADITIONAL FIXED LIFE INSURANCE. START DATE: 04/04/2018 HOURS PER MONTH: 64 HOURS PER MONTH DURING TRADING HOURS: 48. 3) LOURDES CORUJO DBA PR INSURANCE CORNER 452 AVENIDA PONCE DE LEON SUITE 501 SAN JUAN PR 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: MARKETING DIRECTOR DUTIES: RECRUIT FIXED LIFE AGENTS START DATE: 12/13/2020 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 4 4) LOURDES CORUJO DBA LOURDES CORUJO FINANCIAL SERVICES 452 AVE PONCE DE LEON SUITE 503 SAN JUAN PR 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR DUTIES: OFFERING FIXED ANNUITIES, FIXED INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, AND PROPERTY & CASUALTY INSURANCE START DATE: 10/04/2023 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 5) LOURDES CORUJO RAMSEY POSITION: Owner NATURE: I sell life insurance as well as fixed annuities. Also property and casualty insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1989 ADDRESS: Ave. Ponce De Leon 452, Suite 503, San Juan PR 00918, United States DESCRIPTION: As Financial planner I discuss all the topics that can help my clients have a better financial future.

Exams

• S66 Uniform Combined State Law Examination
  1999-11-12

Designations

• Chartered Financial Consultant

Other Names

• Lourdes M Corujoramsey
• Lourdes Minerva Corujoramsey
• Lourdes Minerva Corujoramsey