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Luis Eduardo Ramirez

Osaic Wealth, Inc.

Maumee, OH

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-04-26
MN RA APPROVED 2021-10-22
WI RA APPROVED 2019-01-08
IN RA APPROVED 2017-03-31
PA RA APPROVED 2017-02-07
TX RA APPROVED 2017-01-12
MI RA APPROVED 2017-01-06
FL RA APPROVED 2016-10-04
OH RA APPROVED 2013-07-10
  • NV RA
    APPROVED
    Since 2024-04-26
  • MN RA
    APPROVED
    Since 2021-10-22
  • WI RA
    APPROVED
    Since 2019-01-08
  • IN RA
    APPROVED
    Since 2017-03-31
  • PA RA
    APPROVED
    Since 2017-02-07
  • TX RA
    APPROVED
    Since 2017-01-12
  • MI RA
    APPROVED
    Since 2017-01-06
  • FL RA
    APPROVED
    Since 2016-10-04
  • OH RA
    APPROVED
    Since 2013-07-10

Branch Locations

655 Beaver Creek Circle, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savage & Associates Toledo OH 01/1996 Present
Osaic Wealth, Inc Toledo OH 07/2013 Present
Savage And Associates - Securities Dba Maumee OH 01/2013 Present
  • 01/1996 → Present
    Savage & Associates
    Toledo, OH
  • 07/2013 → Present
    Toledo, OH
  • 01/2013 → Present
    Savage And Associates - Securities Dba
    Maumee, OH
Previous Registrations
  • 2004-03-16 → 2013-07-12
    Walnut Street Securities, Inc.
    Toledo, OH
    Toledo, OH
Other Businesses

1. AUGUSTAR FINANCIAL POSITION: Education and training coordinator NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2020 ADDRESS: One Financial Way, Cincinnati OH 45242, United States DESCRIPTION: I help in the education and training of new advisors here at Savage and Associates. I hold meetings with and for them and assist in all facets of personal planning. 2. SAVAGE & ASSOCIATES POSITION: Other - Agent NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/05/2013 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling Life, Disability, and Heath insurance 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2013 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a Financial Professional. 4. LUIS RAMIREZ INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/05/2013 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and service life insurance policies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
S63 Uniform Securities Agent State Law Examination 2003-02-18
  • S66 Uniform Combined State Law Examination
    2016-09-30
  • S63 Uniform Securities Agent State Law Examination
    2003-02-18
Other Names
  • Lou Ramirez

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