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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romana? Claim Your ProfileRomana Popewiny is an active investment advisor representative with Cetera Investment Advisers LLC. Romana has been in the industry since 1993 and holds a variety of licenses and certifications, including the Series 6, 7, 24, 51, 63 and 66. She has a long history of experience with Foresters Financial Services, Inc. and its advisory arm Foresters Advisory Services LLC before joining Cetera.
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
PA
09/21/2019 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
12/16/1992 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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