Maricela Amelia Ramos

Employer firm

Mar Wealth Management Services, LLC CRD 167335

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Mar Wealth Management Services, Llc.
  West Palm Beach, FL

Previous Registrations

• 2012-08-09 → 2013-07-09
  Kestra Private Wealth Services, Llc
  Delray Beach, FL
  Austin, TX
• 2006-09-27 → 2007-02-26
  J.P. Morgan Securities Inc.
  Boca Raton, FL
• 1999-10-06 → 2006-09-27
  Banc One Securities Corporation
  Boca Raton, FL
  Chicago, IL
  Boca Raton, FL

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-20

Designations

• Certified Financial Planner

Other Names

• Maricela Amelia Becquer
• Maricela A Ramos