ADVISOR BIO

Roman Izeta Gonzalez is a financial advisor at Wells Fargo Clearing Services, LLC. Roman has been working in the financial industry for over 14 years. Roman is registered with the Securities and Exchange Commission and is a licensed securities representative. Roman has a wide range of experience in the financial industry, including working with individuals, businesses, and institutions. Roman specializes in investment consulting services, financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Roman Puglise is an Investment Advisor Representative at Mariner Wealth. Roman is licensed to provide investment advisory services in California. Roman has been in the financial industry since November 2012. Roman specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Roman also is a professional athlete for the Premier Lacrosse League.

SPECIALIZATIONS

ADVISOR BIO

Roman Rodriguez is a financial professional with over five years of experience in the financial services industry. Roman has a strong background in investments, having held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Currently, Roman is an Investment Advisor Representative at J.P. Morgan Securities LLC, where Roman provides financial advice and investment management services. Roman holds Series 6, 7, 9, 10, 24, 63, and 66 licenses. Roman is registered in several states to offer investment advice. Roman is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Roman Baltram is a financial advisor with over 30 years of experience in the industry. Roman is currently registered with Charles Schwab & CO., Inc. in Los Angeles, CA. Roman has held previous roles with TD Ameritrade, Inc., OptionsXpress, Inc., CyberTrader, Inc. and Baraban Securities, Inc. Roman holds a variety of licenses and certifications, including the Series 3, 7, 9, 10, 24, 34 and 63 exams, as well as the SIE exam. Roman provides a variety of financial services, including financial planning and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Roman Ozimek is a financial professional with over 20 years of experience in the industry. Roman is currently registered with M Holdings Securities, Inc. in Newport Beach, CA. Roman has previously held positions at NYLIFE SECURITIES LLC, FINANCIAL TELESIS INC, NFP SECURITIES, INC., BRIDGMAN-BOURGER SECURITIES CORP. and AIG EQUITY SALES CORP. Roman has a strong track record of providing financial guidance to a diverse range of clients, including individuals, corporations, and institutions. Roman specializes in investment planning and portfolio management and has a deep understanding of the financial markets. Roman holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Roman Polnar is an Investment Advisor Representative registered with Pillar6 Advisors, LLC since 2010. Roman has over 15 years of experience in the financial services industry, previously working with MML Investors Services, Inc. and Northwestern Mutual Investment Services, LLC. Roman is also a licensed insurance agent in the state of California. Roman specializes in working with individuals, families, and small businesses. He offers a wide range of financial planning services, including investment management, retirement planning, and college savings.

SPECIALIZATIONS

ADVISOR BIO

Roman Christian Salonga Laus is a financial advisor who has been active in the industry since January 2024. Roman is currently registered with Equitable Advisors, LLC in Woodland Hills, California. Roman has passed the Series 7TO, SIE and Series 66 examinations. Roman has experience providing financial planning, pension consulting and educational seminars. In addition to financial services, Roman also works for IHSS (In Home Supportive Services) as a live-in caregiver.

SPECIALIZATIONS

ADVISOR BIO

Romany Blanca Pinto de la paz is a registered representative with UBS Financial Services Inc. located in Bakersfield, California. Romany holds a Series 7TO and SIE license and has been in the industry since August 29, 2021. Romany has 10 approved SRO registrations and 1 approved FINRA registration. Romany specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Romello Crowell is an Investment Advisor Representative associated with Manhattan West Asset Management, LLC. Romello has been in the industry for 1 year. Romello has a current registration with the state of California and is a licensed agent. The firm’s main office is located in Los Angeles, CA. Manhattan West Asset Management, LLC, has regulatory assets under management (AUM) of $1 billion - $10 billion.

SPECIALIZATIONS

ADVISOR BIO

Romeo Sagastume is a financial professional with over 10 years of experience in the industry. Romeo is registered with J.p. Morgan Securities LLC in Rancho Palos Verdes, California. Romeo has passed several exams including the Series 6, Series 7, and Series 63 exams, and has a wide range of experience working with individuals, corporations, and other entities.

SPECIALIZATIONS