Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Romanoski is a financial advisor at Transamerica Retirement Advisors, LLC, located in Wellington, Ohio. Michael has over 20 years of experience in the financial services industry. Michael specializes in retirement planning, investments, and insurance. He is licensed to sell securities and insurance products in Ohio.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
OH
01/18/2017 - Present
Transamerica Retirement Advisors, LLC (Wellington OH)
OH
05/24/2010 - 12/14/2016
PNC INVESTMENTS (N. OLMSTED OH)
OH
02/09/2007 - 06/13/2008
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
OH
10/23/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/05/1998 - 10/20/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2002
Series 14 - Compliance Officer Examination
BC
Issued 03/05/2001
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/12/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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