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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Romo is a financial advisor currently registered with Cetera Investment Advisers LLC in San Diego, California. Reed's area of specialization includes investment management, financial planning, and retirement planning. With more than 5 years of experience in the financial industry, Reed provides advice to individuals and families, including high-net-worth clients, on a wide range of financial matters.
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.
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CA
03/06/2024 - Present
Cetera Investment Advisers LLC (San Diego CA)
BOTH
Issued 3/5/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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