Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryjo? Claim Your ProfileMaryjo Romano is an investment advisor representative with Grove Point Advisors, LLC. Maryjo has been in the financial industry since January 19, 1993. Maryjo is registered in several states, including Connecticut, Florida, Kentucky, New York, Ohio, and Pennsylvania. Maryjo holds Series 6, 7, 24, 26, 63, and 65 licenses. Grove Point Advisors, LLC is a Registered Investment Advisor firm. Grove Point Advisors offers a variety of advisory services to their clients, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
CT
04/01/2021 - Present
Grove Point Advisors, LLC (Oxford CT)
NY
10/13/2006 - 08/14/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
CT
08/28/2001 - 10/03/2006
INFINEX INVESTMENTS, INC. (MILFORD CT)
CT
02/13/1996 - 09/18/2001
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
TX
04/24/1995 - 02/05/1996
BHCM INC. (HOUSTON TX)
IN
03/28/1994 - 04/03/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
12/15/1992 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/10/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maryjo Romano is the right advisor for you? Invested Better is here to help.
