Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Emanuel Romeo is a financial advisor currently associated with Lido. Joseph has been in the financial industry for over 10 years and has been registered with the Securities and Exchange Commission since 2014. Joseph has a combined state law license and has a Series 7 and Series 66 license. Joseph's professional background includes working with firms like UBS Financial Services, RNR Securities and J.P. Morgan Securities. Joseph specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, businesses and institutional clients.
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.
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.
Strategic management for diversified investment portfolios.
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
NY
08/09/2024 - Present
Lido (MANHATTAN NY)
NY
10/16/2018 - 06/22/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/13/2016 - 09/27/2018
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
10/08/2014 - 09/15/2016
J.P. MORGAN SECURITIES LLC (MINEOLA NY)
NY
09/04/2013 - 08/22/2014
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
BOTH
Issued 05/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joseph Romeo is the right advisor for you? Invested Better is here to help.
