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Nicholas R

Series 66

North Wales, PA

Commonwealth Financial Network

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph R

CFP®, Series 63, Series 65

North Wales, PA

Commonwealth Financial Network

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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