Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Romero is a financial advisor with over 25 years of experience in the industry. Andres has a strong background in securities, insurance, and investment advisory services, providing comprehensive financial planning and investment management solutions to individuals, families, businesses, and charitable organizations. Andres is registered with Independent Advisor Alliance, LLC, and is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
05/24/2019 - Present
Independent Advisor Alliance, LLC (Atlanta GA)
GA
05/12/1999 - 09/22/2015
METLIFE SECURITIES INC. (ATLANTA GA)
GA
05/12/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
MA
03/01/1996 - 06/28/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/19/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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