Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Romans is a registered Investment Advisor Representative with Formidable Asset Management, LLC. William has been in the financial services industry since 1998 and has a broad range of experience. William holds the following licenses: Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, and Series 66. William is also a member of the Vero Beach High School Baseball Booster.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/01/2025 - Present
Formidable Asset Management, LLC (Vero Beach FL)
FL
12/14/1998 - 05/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (VERO BEACH FL)
BOTH
Issued 01/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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