Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Rominski is a Registered Representative and Investment Advisor Representative associated with Geneos Wealth Management, Inc. Naomi has been in the industry since March 31, 2008 and has worked for both Western International Securities, Inc. and Geneos Wealth Management, Inc. Naomi is registered in California and Colorado and is currently employed by Geneos Wealth Management, Inc. in Denver, Colorado. Naomi has passed both the Series 66 and Series 7 exams. Naomi's areas of specialization include portfolio management for both businesses and individuals, financial planning and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
05/14/2020 - Present
Geneos Wealth Management, Inc. (DENVER CO)
CO
11/09/2011 - 05/11/2020
WESTERN INTERNATIONAL SECURITIES, INC. (Denver CO)
CO
03/31/2008 - 11/09/2011
GENEOS WEALTH MANAGEMENT, INC. (ARVADA CO)
BOTH
Issued 09/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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