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Matthew Charles Ramon

Osaic Wealth, Inc.

South Deerfield, MA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-19
  • MA RA
    APPROVED
    Since 2024-01-19

Branch Locations

217 Greenfield Road, South Deerfield, MA 01373 • 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
Questar Capital Corporation Minneapolis MN 03/2016 03/2019
Questar Asset Management Minneapolis MN 03/2016 03/2019
Ramon Financial Services South Deerfield MA 07/2014 Present
Woodbury Financial Services, Inc. South Deerfield MA 03/2019 01/2024
Osaic Wealth, Inc. South Deerfield MA 01/2024 Present
  • 03/2016 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2016 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 07/2014 → Present
    Ramon Financial Services
    South Deerfield, MA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    South Deerfield, MA
  • 01/2024 → Present
    South Deerfield, MA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    South Deerfield, MA
  • 2016-07-18 → 2019-03-01
    Questar Asset Management, Inc.
    South Deerfield, MA
    Minneapolis, MN
Other Businesses

1. RAMON FINANCIAL SERVICES POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2016 ADDRESS: 217 Greenfield Road, PO Box 346, South Deerfield MA 01373, United States DESCRIPTION: Matthew Ramon is a business development consultant and an independent licensed insurance broker. From time to time he will offer clients advice or products from these activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-05
S65 Uniform Investment Adviser Law Examination 2007-12-07
S63 Uniform Securities Agent State Law Examination 2007-04-26
  • S66 Uniform Combined State Law Examination
    2016-05-05
  • S65 Uniform Investment Adviser Law Examination
    2007-12-07
  • S63 Uniform Securities Agent State Law Examination
    2007-04-26
Other Names
  • Matthew Charles Ramon

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