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Noreen F Roman

Geneos Wealth Management, Inc.

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About Noreen F Roman

Noreen Roman is a financial advisor with Geneos Wealth Management, Inc. Noreen has been in the industry since April 18, 2018. Noreen holds the Series 6 and SIE licenses. Noreen is registered with the state of Florida. Prior to joining Geneos Wealth Management, Inc., Noreen was employed by Pacific Select Distributors, LLC in Newport Beach, California.

Firm Information

Noreen Roman is currently registered with Geneos Wealth Management, Inc.. Geneos Wealth Management, Inc. is a corporation formed in April 2002 and headquartered in Englewood, Colorado. They are a registered investment advisor with the SEC and all 50 states. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals, businesses, and select other advisors. Geneos Wealth Management manages over $5.2 billion in assets for approximately 21,260 clients.
Geneos Wealth Management, Inc.

9635 MAROON CIRCLE

ENGLEWOOD, CO 80112

$5.21B

Assets Under Management

150

Total Clients

214

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Noreen Roman’s Registration & Firm History

FL

08/15/2024 - Present

Geneos Wealth Management, Inc. (MIAMI FL)

CA

06/13/2024 - 08/16/2024

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

FL

04/18/2018 - 06/11/2024

GENEOS WEALTH MANAGEMENT, INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Noreen F Roman.
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