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Ric R. Roman
Branch Office Supervisor, Investment Advisor Representative & Registered Representative @Transamerica Financial Advisors, Inc.
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WORK HISTORY
Branch Office Supervisor, Investment Advisor Representative & Registered Representative @Transamerica Financial Advisors, Inc.
Pasadena, CA, US
I have always had a passion for helping people and now I have the privilege to help families work towards their financial goals. I truly enjoy educating people about how money works & helping them reach their financial goals!Experience: Long-Term Financial Strategies, Retirement Strategies, Life Insurance, College Funding, Business Strategies & Estate Preservation.*To become a registered representative of Transamerica Financial Advisors, Inc, you must first become an associate with World Financial Group, Inc.Transamerica Financial Advisors, Inc. financial professionals may only transact business instates where they are registered. Any individual communication trying to effect a transactionin securities or the rendering of personalized investment advice for compensation will not bemade to persons in states where the financial professional is not registered. Securities andInvestment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA),Member FINRA, MSRB, SIPC, and Registered Investment Advisor.
EDUCATION
California State University, Northridge
B.A>, Psychology
SKILLS
ABOUT RIC R. ROMAN
I have always had a passion for helping people and now I have the privilege to help…
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