Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Beltran-romeo is an investment advisor representative with Ascensus Investment Advisors, LLC. Adriana has been in the industry since 2019 and has experience working with Edward Jones, TD Ameritrade, and Ascensus College Savings. Adriana has Series 66, Series 7, and SIE licenses. Adriana is registered with the state of Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
09/27/2023 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
MA
03/29/2021 - 05/19/2023
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
CA
07/02/2020 - 03/26/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
08/26/2019 - 04/23/2020
EDWARD JONES (ESCONDIDO CA)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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