William A. Romeo, CFP
United Planners' Financial Services Of America A Limited Partner
Financial Planner in Matthews, NC
Address:501 W John St
Matthews, NC 28105
About William A. Romeo
William Romeo is a financial professional at United Planners' Financial Services Of America A Limited Partner located in Matthews, North Carolina. William Romeo holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
William Romeo provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
William Romeo501 W John St
Matthews, NC 28105
Phone Number:
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Website:
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