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Ramiro Marmolejo

Physical and Financial well being go hand in hand

Wealth Watch Advisors, LLC

San Antonio

TX

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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Watch Advisors LLC 4 years, 1 month Jun 2015 - Present
Planto Roe Financial Services 4 years, 1 month Apr 2011 - May 2015
Securian Financial Services 4 years, 1 month Apr 2011 - May 2015
Minnesota Life Insurance Company 4 years, 1 month Apr 2011 - May 2015
Compass Investment Solutions Inc 7 years, 6 months Sep 2003 - Mar 2011
Compass Bank 7 years, 8 months Jul 2003 - Mar 2011

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Ramiro Marmolejo

A Broken 401(k) May Cost You Dearly
Published 2019-01-07 10:23:05
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 5, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Feb 5, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Wealth Watch Advisors, LLC

    Last updated on March 31, 2017
      • $59.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 424
        Accounts
      • $140.5K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees