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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Romeu is a financial advisor who is currently registered with Lincoln Investment. Julian Romeu has been working in the financial services industry since 2011. Prior to working for Lincoln Investment, Julian Romeu worked for Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Julian Romeu offers a variety of financial services, including financial planning, portfolio management for individuals, and portfolio management for businesses. Julian Romeu holds several licenses and certifications, including Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, and Series 66.
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.
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.
1
2
PA
02/13/2018 - Present
Lincoln Investment (Fort Washington PA)
PA
06/08/2017 - 01/25/2018
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
NJ
10/04/2011 - 03/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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