Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Romano is a financial advisor with over 30 years of experience in the industry. Anthony is registered with Cambridge Investment Research Advisors, Inc., and offers a variety of services, including financial planning, portfolio management, and investment advice. Anthony has previously held positions at Cantella & Co., Inc., CPI Capital, H.D. Vest Investment Securities, Inc., and New England Securities. Anthony is licensed in several states and holds a number of industry designations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
12/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Vineland NJ)
NJ
09/17/2012 - 12/09/2022
CANTELLA & CO., INC. (Vineland NJ)
NJ
09/12/2002 - 09/17/2012
CPI CAPITAL (VINELAND NJ)
TX
09/21/2001 - 09/19/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
10/04/2000 - 10/18/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
07/15/1993 - 08/02/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 07/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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