Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Javier Geronimo is a financial advisor at Truist Advisory Services, Inc. based in FAIRFAX, VA. Roland has been in the financial industry since 1998 and has a broad range of experience, including financial planning, portfolio management, and publication of periodicals. Roland is a registered investment advisor in Texas and Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
NY
07/05/2001 - 05/08/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/09/1998 - 06/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
VA
09/11/1998 - 11/18/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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