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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Romero is an investment advisor representative with Oneseven, located in BEACHWOOD, OH. Ismael is a registered investment advisor representative in California. Ismael's firm also has a branch office in Bakersfield, CA. Ismael Romero has been in the industry since 2007. Ismael has experience in the investment industry with MML INVESTORS SERVICES, LLC and Wells Fargo Advisors. Ismael has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Ismael Romero holds a specialization in various categories including Retirement Planning, Investment Management, Insurance, and Estate Planning. The firm Oneseven offers financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
OH
01/01/2025 - Present
Oneseven (BEACHWOOD OH)
CA
06/09/2016 - 09/22/2021
MML INVESTORS SERVICES, LLC (Bakersfield CA)
CA
01/03/2011 - 04/07/2016
WELLS FARGO ADVISORS, LLC (BAKERSFIELD CA)
CA
03/03/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BAKERSFIELD CA)
CA
09/27/2007 - 05/29/2008
CITIGROUP GLOBAL MARKETS INC. (BAKERSFIELD CA)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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