Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Romano is an Investment Advisor Representative at Financial Transparency, LLC. Alfred has been in the industry since 1999. Alfred specializes in providing financial planning and investment advisory services to individuals, families, and businesses. He is a registered representative in Massachusetts and New Hampshire. Alfred holds the Series 66, Series 7, and Series 24 securities licenses. He also has a Personal Financial Specialist designation. Alfred has previously worked at CSSC BROKERAGE SERVICES, INC., MUTUAL SERVICE CORPORATION, and FSC SECURITIES CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NH
07/18/2018 - Present
Financial Transparency (Salisbury NH)
NH
03/21/2007 - 08/07/2018
CSSC BROKERAGE SERVICES, INC. (CONCORD NH)
MA
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (NORTH ANDOVER MA)
GA
05/28/1999 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 06/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alfred Romano is the right advisor for you? Invested Better is here to help.
