linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel Antonio Romero

Fisher Retirement Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel Antonio Romero

Joel Antonio Romero is an Investment Advisor Representative with Fisher Retirement Solutions LLC. Joel is registered with the state of Washington. Joel has experience working with various clients, including pension and profit-sharing plans and state or municipal government entities. Joel has also worked with GWFS Equities, Inc. and Nationwide Investment Services Corporation in the past.

Firm Information

Joel Romero is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Romero’s Registration & Firm History

WA

07/09/2024 - Present

Fisher Retirement Solutions LLC (CAMAS WA)

CO

06/22/2016 - 04/22/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

OH

11/15/2007 - 06/16/2016

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

Not sure if Joel Antonio Romero is right for you?

Licenses & Designations

IA

Issued 09/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Antonio Romero.
Not sure if Joel Antonio Romero is right for you?