Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Romero is an Investment Advisor Representative for Iams Wealth Management, LLC. Timothy has been with Iams Wealth Management since June 2017. Timothy is registered in Texas and has passed the Uniform Investment Adviser Law Examination. Timothy is also the President/Owner of Romero Retirement Strategies, a firm specializing in Life & Health Insurance and Annuities.
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.
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.
Solicitor fees from other advisers; percentage of plan assets
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TX
06/08/2017 - Present
Iams Wealth Management, LLC (Port Arthur TX)
IA
Issued 06/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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