Maricela A. Ramos

MAR WEALTH MANAGEMENT SERVICES

West Palm Beach, FL 33401

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CRD#: 3238893

Professional summary

Maricela Amelia Ramos, CFP®, who also goes by Maricela Amelia Becquer, Maricela A Ramos, is a registered financial advisor currently at MAR WEALTH MANAGEMENT SERVICES, LLC located in West Palm Beach, Florida.

Maricela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Maricela has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maricela Amelia Becquer | Maricela A Ramos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Maricela A. Ramos is co-trustee of four (4) trust accounts and co-trustee of two (2) inherited IRAs that are managed by MAR. Maricela A. Ramos is a co-owner of a joint tenants with rights of survivorship (JTWROS) account and a board member of four (4) charitable foundation whose accounts are managed by MAR. Maricela A. Ramos's IRA owns two (2) rental apartments. Maricela A. Ramos owns 50% of a property of which a portion is being rented. Maricela A. Ramos owns 33.33% of EXE Vending Services, LLC, a vending machine business. Maricela A. Ramos also owns one (1) unsecured loan to EXE Vending Services, LLC. Maricela A. Ramos spends an estimated ten (10) hours per month in assisting with the operations of EXE Vending Services, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maricela Amelia Ramos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

June 18, 2013 - Present

MAR WEALTH MANAGEMENT SERVICES, LLC

Office #1: 500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

RIA

CRD#: 167335

West Palm Beach, FL

Past

August 9, 2012 - July 9, 2013

KESTRA PRIVATE WEALTH SERVICES, LLC

RIA

CRD#: 155193

DELRAY BEACH, FL

Past

September 27, 2006 - February 26, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

BOCA RATON, FL

Past

July 1, 2006 - February 26, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

BOCA RATON, FL

Past

October 6, 1999 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

BOCA RATON, FL

Past

October 4, 1999 - July 1, 2006

BANC ONE SECURITIES CORPORATION

CRD#: 16999

BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/18/2013)

IAR

Texas
(9/30/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/20/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

MAR WEALTH MANAGEMENT SERVICES, LLC | MAR WEALTH MANAGEMENT SERVICES, LLC.

CRD#: 167335 / SEC#:

Florida

Registered Investment Advisory firm - (6/18/2013 Approved)

Texas

Registered Investment Advisory firm - (9/27/2022 Conditional Restricted)

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Contact information

Main Address

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

Mailing Address

Phone number

(800) 708-6285

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 107,781,971

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Maricela A. Ramos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maricela Amelia Ramos's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAR WEALTH MANAGEMENT SERVICES, LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2002

Series 7

Date: 1/18/2002

Series 6

Date: 10/1/1999

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAR WEALTH MANAGEMENT SERVICES, LLC

TRUST BUT VERIFY

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