Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Romeo has been in the financial services industry since 1982. William is currently registered as an investment advisor representative with Beam Wealth Advisors, Inc., a firm with offices in Covington, Louisiana. Prior to joining Beam Wealth Advisors, Inc., William was registered with Securities America, Inc., LPL Financial LLC, Mutual Service Corporation, Titan/Value Equities Group, Inc., G. R. Phelps & Co., Inc., Travelers Equities Sales, Inc., North American Investment Corp., and First Investors Corporation. William holds licenses for Series 6, 7, 24, and 63. William specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Estate planning
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
FL
02/10/2003 - Present
Beam Wealth Advisors, Inc. (COCONUT CREEK FL)
FL
07/09/2015 - 04/01/2022
SECURITIES AMERICA, INC. (COCONUT CREEK FL)
FL
09/08/2009 - 07/21/2015
LPL FINANCIAL LLC (COCONUT CREEK FL)
FL
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (POMPANO BEACH FL)
CA
11/26/1993 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/06/1990 - 12/03/1993
G. R. PHELPS & CO., INC.
CA
10/12/1988 - 06/05/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
04/14/1983 - 07/27/1988
NORTH AMERICAN INVESTMENT CORP.
NA
08/13/1982 - 04/18/1983
FIRST INVESTORS CORPORATION
BC
Issued 05/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Romeo is the right advisor for you? Invested Better is here to help.
