Joseph Romano (CRD# 2659164) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 28 years of experience in the finance industry. Joseph Romano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Romano Brothers And Company | Evanston, IL | Aug 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- MD
- MI
- MN
- NC
- OH
- OR
- SC
- TX
- UT
- VA
- WI
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Total Assets Under Management1,236MILLIONS
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Total Number of Accounts1,978ACCOUNTS
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Average Account Value$624,728
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NY, OH, OR, SC, TN, TX, UT, VA, WI
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