Ramiro Marmolejo
CRD Number: 2834731Current Firm: Wealth Watch Advisors, Inc.
Compensation Model: Both
Ramiro Marmolejo (CRD# 2834731) is an Investment Advisor Representative, and Regional Vice President at Wealth Watch Advisors, LLC in San Antonio, TX and has over 20 years of experience in the Financial Services Industry. Ramiro Marmolejo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
If I were to ask you to name the top three sources of stress in your life, there's a good chance one of them would be financial. Financial stress decreases the quality of your life. I help families, business owners and executives achieve financial wellness by utilizing Advanced Artificial Intelligence to help manage investment portfolios and create financial plans they can stick with. Let me show you how advanced technology coupled with the expertise of a CERTIFIED FINANCIAL PLANNER™ practitioner can improve your current and future financial position.
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Boynton Financial LLC
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Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Watch Advisors LLC | San Antonio, TX | Jun 2015 - Current | 8 |
| Planto Roe Financial Services | San Antonio, TX | Apr 2011 - May 2015 | 4 |
| Minnesota Life Insurance Company | St. Paul, MN | Apr 2011 - May 2015 | 4 |
| Securian Financial Services | St. Paul, MN | Apr 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
- TX
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Total Assets Under Management348MILLIONS
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Total Number of Accounts3,061ACCOUNTS
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Average Account Value$113,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MI, MN, MS, NC, NJ, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI
Advisory services offerred through Wealth Watch Advisors, LLC
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