Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardo? Claim Your ProfileBernardo Antonio Romero is a financial professional with over 30 years of experience in the financial services industry. Bernardo has a diverse background, having worked at a variety of firms, including Shay Financial Services, Inc. and Trustmont Financial Group, Inc. Bernardo is currently a registered representative with Gill Capital Partners, LLC. Bernardo is a Series 3, 6, 7, 24, and 63 licensed professional.
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.
1
2
FL
06/30/2011 - Present
Gill Capital Partners, LLC (CORAL GABLES FL)
PA
01/30/2006 - 06/22/2011
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
FL
12/08/1997 - 01/30/2006
SHAY FINANCIAL SERVICES, INC. (MIAMI FL)
TX
06/06/1996 - 12/08/1997
SHAY FINANCIAL SERVICES CO. (IRVING TX)
NA
06/06/1996 - 06/28/1996
SHAY GOVERNMENT SECURITIES CO.
NA
11/20/1991 - 06/12/1996
CIC CAPITAL
BC
Issued 08/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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