Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Romero leon is an investment advisor representative who is licensed to conduct investment advisory business in California. Roberto is a licensed professional and has been in the financial services industry since 2020. Roberto is currently associated with Mosley Wealth Management, Inc. Roberto's primary focus is providing investment advisory services for individual clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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CA
01/25/2024 - Present
Mosley Wealth Management, Inc. (ANAHEIM CA)
IA
Issued 05/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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