Mike Roma
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Roma
Using a personalized informational gathering approach to formulate a deep long term…
Experience
Senior Financial Advisor, Senior Vice President
Jun 2009 — Present
Skills
- Asset Allocation
- Uniform Combined State Law
- Estate Planning
- Retirement
- Strategic Financial Planning
- Etfs
- Securities
- Variable Annuities
- Portfolio Management
- Financial Planners
- Fixed Annuities
- 401k
- Series 63
- Investments
- Series 65
- Series 3
- Qualified Retirement Plans
- 401(K) Advisor & Management
- Equities
- Business Planning
- Investment Management
- Life Insurance
- Series 6
- Alternative Investments
- Defined Benefit
- Mutual Funds
- Asset Managment
- Personal Financial Planning
- Defined Contribution
- Bonds
- Finance
- Wealth Accumulation
- Series 7
- Wealth Management
- Wealth Management Services
- Finra
- Business Planning & Succession
- Series 24
- Asset Management
- Investment Advisory
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