Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly C. Romine is a financial advisor with Cetera Investment Advisers LLC in Nixa, Missouri. Billy has been in the industry since May 2000 and holds Series 6, 7, 63, and 65 licenses. Billy is registered with the state of Missouri to provide investment advisory services and is also registered with the states of Texas, Arizona, Arkansas, California, Colorado, Kansas, Nebraska, Oklahoma, and Texas to provide brokerage services. Billy has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and banking or thrift institutions. Billy can assist with financial planning, portfolio management, pension consulting, and selection of other advisors. Billy is also able to provide educational seminars and market timing services. Billy is a dedicated professional with a passion for helping clients achieve their financial goals.
NIXA, MO
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 2/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2003
Series 7 - General Securities Representative Examination
BC
Issued 5/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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