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Tammy R

Series 63, Series 66

San Jose, CA

OSAIC

Tammy Ramsay is a financial advisor at OSAIC in San Jose, CA, with 36 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America Inc. for 14 years. Outside of her advisory role, she sells term insurance as needed and manages a leased office space that she subleases to another business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs firm-provided asset-allocation tools and supports various managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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