Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Romeo is a financial professional with over 30 years of experience in the securities industry. Anthony has held various roles in the industry, including positions at PMG Securities Corporation, Legend Equities Corporation, and Legend Capital Corporation. Anthony is currently registered with GWN Securities Inc. and CGAA. Anthony is a registered investment advisor and holds Series 6, 7, 63, and 65 licenses. Anthony specializes in providing financial and insurance services, including life, health, long-term care, and annuities. Anthony is committed to helping clients achieve their financial goals.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
NY
03/31/2021 - Present
GWN Securities Inc. (HAUPPAUGE NY)
IL
10/11/1995 - 07/30/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
01/01/1994 - 10/13/1995
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
09/03/1992 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 04/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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