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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Romine is an Investment Advisor Representative with Cetera Investment Advisers LLC, headquartered in Schaumburg, IL. Billy has been a registered investment advisor for over 20 years. Billy specializes in working with high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, charitable organizations, and state or municipal government entities. Billy provides a range of financial planning services, including portfolio management, pension consulting, and educational seminars. Billy also has experience working with other investment advisors.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (NIXA MO)
CA
01/08/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
KS
03/29/2001 - 01/08/2013
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
WI
05/15/2000 - 03/12/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/15/2000 - 03/12/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 02/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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