Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Savage Leniw is a financial advisor with Nations Financial Group, Inc. located in Fairfield, NJ. Roman has been in the financial services industry since March 18, 1985. Roman is registered with the state of New Jersey as a Registered Investment Advisor and has been with Nations Financial Group, Inc. since September 2024. Roman has previously worked with REALTA EQUITIES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Roman holds the following licenses: Series 7, Series 63, Series 65 and SIE. Roman is a partner/owner of KEY CLIENT FINANCIAL ADVISORS. Roman is also a partner of KEY CLIENT and an agent for DISABILITY INCOME INSURANCE-ONLY. Roman's specialties include portfolio management for individuals, businesses and pension consulting.
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.
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.
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2
NJ
09/04/2024 - Present
Nations Financial Group, Inc. (Fairfield NJ)
NJ
10/16/2018 - 09/05/2024
REALTA EQUITIES, INC. (Fairfield NJ)
NJ
07/30/2004 - 10/15/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FAIRFIELD NJ)
NY
03/17/1995 - 08/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/19/1985 - 03/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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