Alfred Romano (CRD# 3230692) is an Investment Advisor Representative working at Financial Transparency in Salisbury, NH and has over 24 years of experience in the finance industry.
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 6169230
Cetera Investment Advisers LLC
CRD# 5166150
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Financial Transparency, LLC | Greensboro, NC | Jul 2018 - Current | 5 |
| Robert G. Stinson & Associates, P.c. | Concord, NH | Jan 2009 - Current | 15 |
| Financial Transparency, LLC | Greensboro, NC | Jul 2018 - Dec 2018 | < 1 |
| Cssc Brokerage Services, Inc. | Troy, MI | Mar 2007 - Jul 2018 | 11 |
| Cssc Insurance Services, Inc. | Troy, MI | Apr 2001 - Jul 2018 | 17 |
| Trustee Empowerment & Protection, Inc. | Troy, MI | Apr 1999 - Jul 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
- MA
- NH
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$581,279
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX
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