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Tara Romeo

R & R Financial Planners, Inc.

East Meadow, NY

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Current Employers
R & R Financial Planners, Inc.

1802 Hempstead Turnpike, East Meadow, NY 11554 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-13
  • NY RA
    APPROVED
    Since 2022-04-13

Branch Locations

1802 Hempstead Turnpike, East Meadow, NY 11554 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rnr Securities, Llc East Meadow NY 09/2019 Present
Professional Physical Therapy Garden City NY 09/2009 09/2019
  • 09/2019 → Present
    Rnr Securities, Llc
    East Meadow, NY
  • 09/2009 → 09/2019
    Professional Physical Therapy
    Garden City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
S63 Uniform Securities Agent State Law Examination 2020-10-30
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20
  • S63 Uniform Securities Agent State Law Examination
    2020-10-30

View on SEC IAPD

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Deborah A. Goldberg
Thomas Joseph Saviano
Henry Tom
Mohit Pahilajani
NANCY CONTINO
Daniel J. Freeman
ANTHONY LAZZARO

Other Offices

J.P. MORGAN SECURITIES LLC · EAST MEADOW, NY
VALIC FINANCIAL ADVISORS, INC. · East Meadow, NY
LPL FINANCIAL LLC · LEVITTOWN, NY
J.P. MORGAN SECURITIES LLC · LEVITTOWN, NY
LPL FINANCIAL LLC · WESTBURY, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST MEADOW, NY
PERSONAL ASSET STRATEGIES, INC. · WESTBURY, NY
AMERIPRISE FINANCIAL SERVICES, LLC · WESTBURY, NY

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