Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Romeo is a registered Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Diana holds the Series 65 license. Diana has been working in the financial services industry since October 2007. Diana Romeo is registered to provide investment advisory services in the state of New York. Diana is based in the Jericho, NY office.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NY
08/09/2021 - Present
Ernst & Young Investment Advisers LLP (JERICHO NY)
IA
Issued 05/10/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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