DC
DC

Diana M Corujo-Ramsey

31 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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History

Regulatory History (1)
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Customer Dispute
October 2001
Closed-No Action
Other Business ActivitiesSells Insurance

Diana is an insurance agent offering various insurance products, including property & casualty, health, disability, annuities, long-term care, and life insurance, dedicating nearly full-time hours to this activity. She is also the sole owner of Retirement Valuable Solutions LLC, handling check writing and expense management, and spends about half her time as a damage inspector.

Employment History
Current Registrations
Nationwide Planning Associates INC.Broker
March 2025 - Present · 11 mos
Npa Asset Management, LLC
March 2025 - Present · 11 mos
Previous Registrations
Osaic Wealth, INC.
January 2025 - April 2025 · 3 mos
Osaic Wealth, INC.Broker
January 2025 - April 2025 · 3 mos
Osaic Fs, INC.
July 2011 - January 2025 · 13 yrs 6 mos
Lincoln Financial Securities Corporation
June 2011 - June 2011 · 0 mos
Osaic Fs, INC.Broker
September 2001 - January 2025 · 23 yrs 4 mos
Washington Square Securities, INC.Broker
October 1998 - September 2001 · 2 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
October 1994 - October 1998 · 4 yrs
State Registrations10 states
CAFLGAMDNCNJPAPRTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.