Rommel Palomera, Cfp® Email and Phone Number
Rommel Palomera, Cfp® work email
- Valid
Rommel Palomera, Cfp® personal email
- Valid
Investment advice offered through WCG Wealth Advisors LLC., a Registered Investment Advisor. WCG Wealth Advisors, and Fides Wealth Strategies Group are separate companies. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Fides Wealth Strategies Group and have not been reviewed as to accuracy or completeness.
Fides Wealth Strategies Group
View- Website:
- fideswealth.com
- Employees:
- 6
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Financial AdvisorFides Wealth Strategies GroupSan Diego, Ca, Us
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Financial AdvisorFides Wealth Strategies Group Jul 2024 - PresentSan Diego, California, United States -
Internal Advisory Consultant, Institution ServicesLpl Financial Jun 2021 - Jul 2024United States -
Internal Consulting AssociateLpl Financial Oct 2018 - Jun 2021San Diego, CaliforniaWork with advisors and provide sales and marketing education on products approved by LPL. Promote LPL Advisory platforms and consult with advisors on which platform works best for their situation. Assist with proposal generation to pitch new investment allocation for clients. Provide information on Mutual Funds, ETFs, and Alternative Investments.
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Client Service RepresentativeLpl Financial Oct 2017 - Sep 2018San DiegoWorked in the Move Money Specialized team and assist advisors with money requests such as checks, wires, and ACH requests. Teach advisors how to navigate tool to request transactions independently. Deescalate tense situations by using listening skills and empathy.
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Lead TellerWells Fargo Jul 2017 - Oct 2017San Diego, CaliforniaManage teller line and ensure it runs efficiently. Process high dollar transactions. Service ATM machines and Money counter machines. Work with large amounts of cash and manage money the branch used. Observe tellers and provide constructive criticism and feedback to enhance their skills. -
TellerWells Fargo Sep 2012 - Jul 2017Process cash transactions such as deposits, withdraws, and official check requests. Identify fraudulent transactions and report accordingly. Balance cash drawer nightly. Provide excellent customer service.
Rommel Palomera, Cfp® Skills
Rommel Palomera, Cfp® Education Details
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Business Administration And Management, General -
Business Administration And Economics
Frequently Asked Questions about Rommel Palomera, Cfp®
What company does Rommel Palomera, Cfp® work for?
Rommel Palomera, Cfp® works for Fides Wealth Strategies Group
What is Rommel Palomera, Cfp®'s role at the current company?
Rommel Palomera, Cfp®'s current role is Financial Advisor.
What is Rommel Palomera, Cfp®'s email address?
Rommel Palomera, Cfp®'s email address is ro****@****ive.com
What schools did Rommel Palomera, Cfp® attend?
Rommel Palomera, Cfp® attended San Diego State University, Grossmont College.
What skills is Rommel Palomera, Cfp® known for?
Rommel Palomera, Cfp® has skills like Banking, Retail Banking, Finance, Microsoft Excel.
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