Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romney? Claim Your ProfileRomney Harker is a Certified Financial Planner® and an Investment Advisor Representative with Trek Financial. Romney has been in the financial industry for over 10 years. Romney is also an insurance licensed professional with the ability to provide life and health insurance products. Romney provides financial planning and consulting services to individuals, corporations, and charitable organizations. Romney also offers educational seminars and educational resources. Romney is registered with the State of Arizona.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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AZ
10/21/2024 - Present
Trek Financial (SCOTTSDALE AZ)
IA
Issued 07/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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