Unclaimed
Oscar Javier Romero is a financial advisor with First Command Advisory Services. Oscar is based in Fort Worth, TX, and has been in the industry since 2019. Oscar has passed the Series 7TO, Series 66 and SIE exams, and has been registered as an investment advisor representative in Texas, New Mexico and Florida. Oscar's specialties include financial planning and portfolio management for individuals. Oscar also owns and operates a separate investment-related business, Romero Planning Services LLC, in Horizon City, TX.
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.
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.
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TX
07/15/2019 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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