Brian Roos Email & Phone Number
Director - Investments @ LOM Financial Group - Wealth Management
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Brian Roos Location
- Bermuda
Brian Roos Work
- 2013 -now Director - Investments @
- 2006 -2013 Registered Investment Advisor @
Brian Roos Education
- Gettysburg College
Bachelor of Arts (BA) (Business Management)
2002-2006 - DIS - Study Abroad
(International Business and Economics)
2004-2005
Brian Roos Skills
- Series 7
- Series 66
- Investment Advisory
- Mutual Funds
- Fixed Income
- Equities
- Securities
- Asset Allocation
- Retirement Planning
- Wealth Management
- Investments
- Asset Management
- Series 63
- Uniform Combined State Law
- Hedge Funds
- Financial Advisory
- Financial Services
- Corporations
- Trusts
Brian Roos Summary
- Brian Roos, based in Bermuda, is currently a Director - Investments at LOM Financial Group - Wealth Management. Brian Roos brings experience from previous roles at UBS Financial Services Inc.. Brian Roos holds a 2002 - 2006 Bachelor of Arts (BA) in Business Management @ Gettysburg College. With a robust skill set that includes Series 7, Series 66, Investment Advisory, Mutual Funds, Fixed Income and more. Brian Roos has 2 emails and 2 mobile phone numbers on RocketReach.
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