Wells Fargo Advisors
46yrs
Top advisor by experience in Warren
15yrs
Mark Ramos
Financial advisor at Fourstar Wealth Advisors
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
OfficeWarren, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Fourstar Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowFourstar Wealth Advisors, LLCCurrent firm
- 2021 – 2024LPL Financial LLCPreviously
- 2019 – 2021Principal Securities, Inc.Previously
- Mar 2018 – Jun 2019Ronald Gelok & Associates, LLCPreviously
- Oct 2016 – Jan 2018Global Financial Private Capital, Inc.Previously
- Nov 2014 – Aug 2016J.p. Morgan Securities LLCPreviously
- Oct 2012 – Jul 2014Edward JonesPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Fourstar Wealth Advisors at (312) 667-1750 and ask for Mark Ramos. Mark works from the Warren, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Fourstar Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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