Unclaimed
John Andrew Romano is a financial professional with over 40 years of experience in the financial services industry. John has a broad range of experience, holding licenses and registrations in multiple states. John currently works at Osaic Wealth, Inc. where they serve individual clients and businesses. John previously worked at Securities America, Inc. and has experience working with a variety of client types.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Fruitland Park FL)
FL
09/02/1998 - 06/14/2024
SECURITIES AMERICA, INC. (LADY LAKE FL)
AZ
04/20/1995 - 09/04/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
05/04/1993 - 04/24/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
FL
04/10/1992 - 05/13/1993
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
02/09/1982 - 02/04/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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