Maria Incer RomeoCRD Number: 5885341
Current Firm: Bac Global Advisors
Maria Incer Romeo (CRD# 5885341) is an Investment Advisor Representative working at Bac Global Advisors in Coral Gables, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Bac Florida Bank||Coral Gables, FL||Apr 2016 - Current||2|
|Bac Florida Investments||Coral Gables, FL||Apr 2016 - Current||2|
|Bac Global Advisors, Inc.||Coral Gables, FL||Sep 2014 - Current||3|
|Bac Florida Investments||Coral Gables, FL||Sep 2014 - Apr 2016||1|
|Bac Florida Investments||Miami, FL||Jan 2011 - Sep 2014||3|
|Bac Florida Bank||Miami, FL||Jul 2010 - Jun 2011||< 1|
|University Of Pennsylvania- Wharton School||Philadelphia, PA||Jul 2008 - May 2010||1|
|Grupo Estesa, SA||Managua,||Jun 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management2MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$518,774
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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