Unclaimed
Matthew Tyler Romeo is a Registered Representative and Investment Advisor Representative with Neuberger Berman BD LLC. Matthew has been in the financial services industry since February 4, 2021. Matthew has previously worked with Vanderbilt Securities, LLC in Woodbury, NY and American Portfolios in Holbrook, NY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/27/2022 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
02/05/2021 - 04/28/2022
VANDERBILT SECURITIES, LLC (WOODBURY NY)
BOTH
Issued 04/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Matthew Romeo is the right advisor for you? Invested Better is here to help.