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Ramiro M

CFP®, ChFC®, Series 63

San Antonio, TX

Wealth Watch Advisors, Inc

Ramiro Marmolejo is a CFP® and ChFC® with 15 years of industry experience, currently serving as an advisor at Wealth Watch Advisors, Inc. He has been with the firm since 2015. Marmolejo is also an independent licensed insurance agent specializing in life, accident, health, and HMO insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to manage portfolios and offers access to alternative private placements for eligible accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Hunter S

Series 65

San Antonio, TX

Wealth Watch Advisors, Inc

Hunter Shields is a financial advisor at Wealth Watch Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2023. Outside of advising, Mr. Shields offers life insurance and annuities to clients when appropriate. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of strategies using third-party model managers and provides financial planning, consulting, and solicitation services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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James J

CFP®, ChFC®, Series 63

San Antonio, TX

Wealth Watch Advisors, Inc

James Jurica is a financial advisor at Wealth Watch Advisors, Inc. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 10 years of industry experience. His prior roles include positions with New York Life and related entities. Mr. Jurica also offers life insurance and annuity products as an independent contractor. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a multi-method investment approach using third-party model managers and offers a range of services such as portfolio management, financial planning, and consulting.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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David S

Series 65

San Antonio, TX

Wealth Watch Advisors, Inc

David Shields is a financial advisor with Wealth Watch Advisors, Inc in San Antonio, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Wealth Watch Partners, Inc since 2019 and Wealth Watch Advisors, LLC since 2015, and previously spent 12 years at Wealthmark Advisors, Inc. In addition to advisory services, he is an independent insurance agent and owner at Wealth Watch Partners, Inc. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a multi-method investment approach managed through third-party model managers and offers private placements to accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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James S

Series 66

San Antonio, TX

Wealth Watch Advisors, Inc

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. In addition to his advisory role, Mr. Sanders is a licensed insurance agent offering life insurance and annuities. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a mix of quantitative, qualitative, and technical methods in its investment approach and utilizes third-party model managers, while also offering approved alternative private placements to eligible accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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