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Jorge A Romero

Destiny Wealth Partners, LLC

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About Jorge A Romero

Jorge Romero is a financial advisor associated with Destiny Wealth Partners, LLC. Jorge holds a Series 7 and Series 66 license. Jorge has been in the financial industry since 2008 and has experience with SunTrust Investment Services, Inc., Ruggíe Capital Group, and CWM, LLC. Jorge has specializations in retirement planning, college savings, insurance, long-term care and estate planning. Jorge is also a Certified Financial Planner.

Firm Information

Jorge Romero is currently registered with Destiny Wealth Partners, LLC. Destiny Wealth Partners, LLC is an investment advisory firm located in Tavares, Florida. The firm provides financial planning, pension consulting, and portfolio management for individuals, families, and businesses. They have approximately $996,817,259 in regulatory assets under management and manage assets for high-net-worth individuals and individuals other than high-net-worth. They also offer wrap fee program participation.
Destiny Wealth Partners, LLC

2100 LAKE EUSTIS DR.

TAVARES, FL 32778

$996.82M

Assets Under Management

26

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Flat fee

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Jorge Romero’s Registration & Firm History

FL

08/09/2017 - Present

Destiny Wealth Partners, LLC (THE VILLAGES FL)

FL

08/14/2008 - 03/27/2015

SUNTRUST INVESTMENT SERVICES, INC. (CLERMONT FL)

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Licenses & Designations

BOTH

Issued 02/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jorge A Romero. Review regulatory record here.
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