Unclaimed
Anibal Roman guerra is a financial professional with over 6 years of experience in the financial services industry. Anibal has a strong track record of success in providing investment advice and financial planning services. Anibal is currently registered with Osaic Wealth, Inc., a firm with a long history of providing high-quality financial services to individual investors and families. Before joining Osaic Wealth, Inc. Anibal was employed by TRIAD ADVISORS LLC and M HOLDINGS SECURITIES, INC. Anibal holds the Series 7 and SIE securities licenses and is able to provide a wide range of financial services to clients. Anibal specializes in helping clients with financial planning, investment management, retirement planning, and college savings.
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.
1
2
TX
08/23/2024 - Present
Osaic Wealth, Inc. (El Paso TX)
TX
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (El Paso TX)
TX
05/21/2018 - 08/30/2019
M HOLDINGS SECURITIES, INC. (El Paso TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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