Maricela Amelia Ramos
Investment adviser representative at Mar Wealth Management Services, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.1MFirm assets
Are you Maricela Amelia Ramos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mar Wealth Management Services, LLC.May 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Mar Wealth Management Services, LLC
$125.1MAssets managed
53Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3238893
- Firm CRD
- 167335