Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Patricio Romero is a financial professional with over 25 years of experience in the industry. Fernando has a deep understanding of the financial markets and a commitment to providing personalized advice to clients. Fernando has been registered as a Registered Representative and an Investment Advisor Representative for over 20 years, most recently with Osaic Wealth, Inc. Fernando's experience includes providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Fernando holds Series 6, 63, and 65 licenses. Fernando is committed to helping clients achieve 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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (BRANDON FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRANDON FL)
FL
04/29/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (VALRICO FL)
FL
02/08/2012 - 04/30/2015
THE O.N. EQUITY SALES COMPANY (Valrico FL)
FL
01/15/1997 - 01/10/2012
PRUCO SECURITIES, LLC. (BRANDON FL)
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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