Mar Wealth Management Services, LLC

Christian Ramos is a financial advisor at Mar Wealth Management Services, LLC with five years of industry experience. He holds a Series 65 designation and serves as a board member of a charitable foundation, as well as co-trustee of multiple trust accounts and an inherited IRA managed by the firm. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individual clients, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers ongoing portfolio monitoring, typically under discretionary authority.

John Patten is a financial advisor with Mar Wealth Management Services, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at TD Private Client Wealth, LLC and BMO Harris Bank N.A. He is the managing member of Patvest, LLC, which provides personal, auto, and real estate mortgage loans, and of Patten Fiduciary Services, LLC, which offers fiduciary services such as trustee and power of attorney roles. Mar Wealth Management Services, LLC serves individual clients, charitable organizations, and businesses by offering investment supervisory services and financial planning. The firm employs a mix of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading across various securities, and provides ongoing portfolio monitoring often under discretionary authority.

Maricela Ramos is a CFP® professional with 20 years of industry experience, currently serving at Mar Wealth Management Services, LLC since 2012. She holds the Series 66 designation and is based in Loxahatchee, Florida. Outside of advisory work, she is a partial owner of EXE Vending Services, LLC, where she assists with operations. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individuals, charitable organizations, and businesses. The firm employs a diverse investment approach combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio monitoring and implementation typically conducted under discretionary authority.