Matthew Ramos (CRD# 2078561) is an Investment Advisor Representative working at Mpower Wealth Management, LLC in Drexel Hill, PA and has over 5 years of experience in the finance industry. Matthew Ramos 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mpower Wealth Management, Llc (mar Financial Planning, Llc) | Drexel Hill, PA | Nov 2021 - Current | 2 |
| Forum Financial Management, LP | Lombard, IL | Sep 2019 - Oct 2021 | 2 |
| Mar Financial Planning, LLC | Washington, DC | Feb 2019 - Sep 2019 | < 1 |
| Golfdom | Mclean, VA | Oct 2016 - Sep 2019 | 2 |
| Cassaday & Company | Mclean, VA | Jul 2018 - Feb 2019 | < 1 |
| Royal Alliance Associates, Inc. | Mclean, VA | Jul 2018 - Feb 2019 | < 1 |
| Mar Financial Planning, LLC | Washington, DC | Jan 2017 - Jul 2018 | 1 |
| Sullivan, Bruyette , Speros And Blayney, Inc. | Mclean, VA | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- PA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$198,529
- 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
PA
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