Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Kamaunu Romero is a financial advisor with over 23 years of experience in the industry. Julian is currently registered with LPL Financial LLC in Honolulu, HI. Julian has held previous positions with National Planning Corporation, VALIC Financial Advisors, Inc., Sagepoint Financial, Inc., and SunAmerica Securities, Inc. Julian is a Series 6, Series 63, Series 65 and SIE licensed representative. Julian also has a strong background in music, working as a music teacher and a composer.
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.
Consulting and other non-discretionary advisory services
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
HI
11/29/2017 - Present
LPL Financial LLC (HONOLULU HI)
HI
11/11/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (HONOLULU HI)
HI
01/13/2014 - 01/29/2015
VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
02/09/2009 - 01/02/2014
NATIONAL PLANNING CORPORATION (HONOLULU HI)
HI
10/31/2005 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
AZ
05/19/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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