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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Romano is a registered investment advisor with Cambridge Investment Research Advisors, Inc. Jennifer has been in the securities industry since July 1995. Jennifer is licensed to provide financial advice in Arizona, Hawaii, Nevada, and Texas. Jennifer has extensive experience in financial planning, portfolio management, and investment advisory services for individuals and businesses. Jennifer also holds Series 6, 7, 26, 63, and 65 licenses. Jennifer has worked with a number of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jennifer's experience and expertise make her an ideal choice for individuals and businesses looking for comprehensive financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
02/25/2021 - Present
Cambridge Investment Research Advisors, Inc. (Chandler AZ)
AZ
08/01/1995 - 06/27/2018
PRUCO SECURITIES, LLC. (PHOENIX AZ)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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