Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher-paul? Claim Your ProfileChristopher-paul Romo is a financial advisor with Kestra Advisory Services, LLC. Christopher-paul has been in the industry since 2006. Christopher-paul is a Certified Financial Planner and a Chartered Financial Consultant. Christopher-paul is also the Founder and President of Impact Financial Advisors, a financial services organization. Christopher-paul is registered with the following states: Arizona, California, District of Columbia, Idaho, Massachusetts, Nebraska, Nevada, North Carolina, Oregon, Texas, and Washington. Christopher-paul is a member of the Advisory Board of the United Brokers Insurance Agency, Inc. Christopher-paul is also a volunteer with the Davis Chamber of Commerce.
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.
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
CA
05/08/2023 - Present
Kestra Advisory Services, LLC (Davis CA)
CA
03/04/2008 - 03/24/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (DAVIS CA)
CA
06/28/2006 - 02/29/2008
FORESTERS EQUITY SERVICES, INC. (VAN NUYS CA)
IA
Issued 01/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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