Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Romano has been a financial advisor for over 20 years, starting her career in 2003. Kathryn is currently registered with LPL Financial LLC and has been with the firm since 2009. Prior to joining LPL Financial, Kathryn was registered with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Kathryn holds the Series 6 and SIE licenses and is registered in Ohio. Kathryn specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
02/04/2009 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
10/25/2005 - 02/04/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
10/25/2005 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
07/06/2005 - 10/21/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/13/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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