Income Strategies

CONNECT

Address:

305 Skyline Drive, Suite 3
Lady Lake, FL 32159

Phone:

352-753-8590

Our Team

I and my staff are ready, willing and able to serve you and your account needs in a pleasant and professional manner. With Securities America, Inc. as your broker/dealer and account being carried by National Financial Services, LLC, Member NYSE/SIPC you may view your accounts at any time in the comfort of your home or on the road.

- John Romano CFP®

 

John Romano is a Certified Financial Planner® and Registered Representative with Securities America, Inc. (member of the FINRA and SIPC). 

John is also an Investment Advisor Representative with Securities America Advisors.

He is an active member in good standing with the Financial Planning Association (FPA) and an advisor in good standing with the Certified Financial Planning Board.


John earned his Bachelor Degree at the University of Central Florida (UCF) and attended their Graduate School of Business.

John’s further qualifications:

• CFP®   Certified Financial Planner®
• Series 6  Investment Company Products/Variable Contracts Representative Examination
• Series 7   General Securities Representative*
• Series 63  Uniform Securities Agent State Law Examination-NASAA
• Series 65 Uniform Investment Advisor Law Examination-NASAA
• Series 26 Investment Company Products/Variable Contracts Principal Examination
• Life, Health, and Variable Annuity**
• Securities Licensed in 12 States

*Allows the agent to trade Stocks, Mutual Funds, Bonds, CD’s, REIT’s, etc…,
**This license allows a representative to utilize Variable Annuities only if they have a series 6 or series7 license as well.

John speaks to hundreds of seniors every year and has been featured on numerous radio talk shows.
John is a native Floridian; he is married and has two children: Nick, a student at the University of North Florida (UNF), and Madison, who is attending the University of Florida (UF).

John has 35 years of experience in the financial field with the last 25 years devoted to providing retirement planning and investment management services to seniors in The Villages.

CLICK HERE  to  Contact John              


Margaret Harcar – Office Manager & Client Services
Margaret is a Registered Office Assistant with Securities America Inc. and holds a Series 6 license (investment Company Products/Variable Contracts Representative Examination) and a Life, Health, and Variable Annuity license *    She earned her Master's degree from the University of Central Florida and has worked in the financial field in various capacities for many years.  With a strong emphasis on administrative, financial and computer skills she coordinates all activities in the office to provide excellent client services and support. Margaret has been a vital member of John’s staff for over 15 years.

*This license allows a representative to utilize Variable Annuities only if they have a series 6 or series7 license as well.


Christina Lloyd – Administrative Support and Client Services
Christina assists with providing client service as well as generating the necessary paperwork required for investment options. Outside of the office she takes on the duty of caring for her young daughter and son. Her mother is an active resident of The Villages.


Peter Rando -  Administrative Support and Client Services
Peter has worked with various financial organizations as a service agent and account manager over the years and uses these skills to deliver exceptional client support and assistance.  An active resident of The Villages, Florida,  his outside time is spent with his wife and visiting their three grandchildren.


Judy Romano – Appointment Preparation and Special Projects
A native of Florida, Judy received her BA in Health Information Management from the University of Central Florida and successfully completed the Florida Risk Management Program.
Prior to joining Romano Income Strategies, Judy was manager of the Health Information Management Department for Florida Hospital in Altamonte Springs, FL.
Judy has transferred her skills to the financial area assisting John in preparing for client meetings and support client services.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck