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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude Romano is a financial advisor with over 30 years of experience in the financial industry. Claude currently works for Grove Point Advisors, LLC, a firm that provides financial planning and portfolio management services to individuals, businesses, and institutional clients. Claude has a broad range of experience in the industry, having previously worked at firms such as PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Claude is licensed to provide advisory services in Maryland and Florida. Claude is dedicated to providing personalized financial advice to help clients reach 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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
09/30/1988 - 11/30/2010
PRUCO SECURITIES, LLC. (BETHESDA MD)
NJ
09/30/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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