Maricela A. Ramos
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maricela Amelia Ramos's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
June 18, 2013 - Present
MAR WEALTH MANAGEMENT SERVICES, LLC
Office #1: 500 Australian Avenue South Suite 600, West Palm Beach, FL 33401August 9, 2012 - July 9, 2013
KESTRA PRIVATE WEALTH SERVICES, LLC
September 27, 2006 - February 26, 2007
J.P. MORGAN SECURITIES INC.
July 1, 2006 - February 26, 2007
J.P. MORGAN SECURITIES INC.
October 6, 1999 - September 27, 2006
BANC ONE SECURITIES CORPORATION
October 4, 1999 - July 1, 2006
BANC ONE SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2013)
(9/30/2022)
Exams
Current Firm
MAR WEALTH MANAGEMENT SERVICES, LLC
CRD#: 167335 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 125 |
| AUM (Assets Under Management) | $ 107,781,971 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
