Jeffrey W. Roman
Invest Financial Corporation
Financial Planner in Haslett, MI
Address:15744 Peacock Rd
Haslett, MI 48840
About Jeffrey W. Roman
Jeffrey Roman is a financial professional at Invest Financial Corporation located in Haslett, Michigan. Jeffrey Roman holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Roman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Roman15744 Peacock Rd
Haslett, MI 48840
Phone Number:
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Website:
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