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Marco Antonio Ramos

Schwab Wealth Advisory, Inc.

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About Marco Antonio Ramos

Marco Antonio Ramos is an investment advisor representative with Schwab Wealth Advisory, Inc. Marco has been in the securities industry since 2021. Marco is licensed to offer securities advice in 28 states. Marco has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Marco specializes in portfolio management for individuals and businesses, and financial planning. Marco is currently registered with Schwab Wealth Advisory, Inc. in Colorado and Texas.

Firm Information

Marco Ramos is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Marco Ramos’s Registration & Firm History

CO

01/29/2025 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 12/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marco Antonio Ramos.
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