Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romonia? Claim Your ProfileRomonia Bradford Lee is a financial advisor with Asset Allocation Strategies, LLC, an investment advisor firm with a focus on individuals and small businesses. Romonia has been in the financial services industry since 2008 and has a variety of licenses and certifications, including Series 6, 63, and 65. Romonia is also a Registered Representative with the firm and has a special focus on providing investment advice and financial planning services to individuals and small businesses. Romonia has experience in providing investment advice, financial planning, insurance, and retirement planning services.
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.
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.
1
2
MI
08/11/2020 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
GA
12/18/2018 - 04/29/2020
EQUITY SERVICES, INC. (AUGUSTA GA)
GA
12/02/2014 - 12/31/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
BC
Issued 06/07/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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