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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Roman is a financial advisor with over 11 years of experience in the industry. Jeffrey currently works at CG Advisory Services and is registered with the state of Michigan. Jeffrey Roman also previously worked with Geneos Wealth Management, Inc., WFG Investments, Inc., and Invest Financial Corporation. Jeffrey Roman has earned the Series 6, 63, and 65 securities licenses, as well as the SIE exam. Jeffrey is a Certified Financial Planner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
11/16/2011 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/18/2017 - 04/27/2023
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
03/20/2015 - 08/21/2017
WFG INVESTMENTS, INC. (CARO MI)
MI
02/24/2012 - 03/20/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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