Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Angel Roman-maradiaga is an active investment advisor representative with Mutual Of Omaha Investor Services, Inc. Jose Angel Roman-maradiaga is registered in Puerto Rico. Jose Angel Roman-maradiaga has been in the securities industry since March 17, 2024. Jose Angel Roman-maradiaga holds Series 6TO and SIE licenses. Jose Angel Roman-maradiaga specializes in providing financial planning services, selection of other advisers, 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.
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.
Promoter fees and third party money manager fees
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2
PR
01/13/2025 - Present
Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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