John Romano
Registered Representative Cfp at Securities America Inc
Based in Lady Lake, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Lady Lake
Industry
Financial Services
Company size
434
Contact information
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j•••••••@securitiesamerica.com
Phone
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Background
About John Romano
I am a CERTIFIED FINANCIAL PLANNER™ and Registered Representative with Securities America, Inc.(member of the FINRA and SIPC). Specialties: 55+ investors. Providing retirement income and management services to retirees.* 33+ years in the field of finance * CFP® (Certified Financial Planner®)* Series 7 (General Securities Representative)** Series 63 (Uniform Securities Agent State Law Examination – NASAA)* Series 65 (Uniform Investment Adviser Law Examination – NASAA)* Series 26 (Investment Company Products/Variable Contracts Principal Examination)* Life, Health, & Variable Securities Licensed in 20 States Securities offered through Securities America Inc, Member FINRA & SIPC and advisory services offered through Securities America Advisors, John Romano Representative. Romano Income Strategies and Securities America are not affiliated. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please click on the link to our website under the Contact and Personal info tab above for full disclosures. With investments, you should make your own determination with the help of a financial professional whether a particular investment is consistent with your objectives, risk tolerance and financial situation. Information provided is general in nature. It is not intended to be, and should not be construed as legal, financial, tax advice, or an investment recommendation. 3rd party comments are unverified, may be inaccurate, not necessarily representative of our client experience.
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