Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Roberto Marquez is an investment advisor representative with Galileo Planning Group, Inc., registered with the state of Washington. Ramon holds a Series 65 license and has been in the industry since January 2007. Ramon is based out of Menlo Park, California. Galileo Planning Group, Inc. provides financial planning, pension consulting, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of advised assets
1
2
CA
06/15/2009 - Present
Galileo Planning Group, Inc. (MENLO PARK CA)
IA
Issued 06/16/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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