Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Anderson Romine is a financial advisor who has been in the industry since 1995. He currently works with Schwab Wealth Advisory, Inc. and has a strong track record of success in providing financial guidance to clients. He is registered to provide investment advisory services in Florida and Texas. In addition to his current role with Schwab Wealth Advisory, Inc., Ted has previously worked with Morgan Keegan & Company, Inc. and AmSouth Investment Services, Inc., gaining extensive experience in the industry over the years.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
AL
02/13/2007 - 03/10/2009
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
FL
05/05/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
TX
11/30/1994 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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