Alexis Tedi Romero Neiman

Current Employers

Employment History

• 02/2024 → 03/2026
  Fidelity Investments
  Boca Raton, FL
• 09/2022 → 12/2023
  Vensure (Panorays)
  Boca Raton, FL
• 02/2020 → 09/2022
  Panorays
  Tel Aviv
• 08/2019 → 12/2019
  Fresh Kitchen (Modern Business Associates)
  Boca Raton, FL
• 08/2018 → 07/2019
  Masa Israel
  Netanya
• 06/2015 → 07/2018
  Publix
  Boca Raton, FL
• 08/2015 → 12/2017
  The University Of Tampa
  Tampa, FL
• 03/2025 → 03/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Osaic Wealth, Inc
  Fort Lauderdale, FL

Previous Registrations

• 2025-03-31 → 2026-03-19
  Strategic Advisers Llc
  Delray Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boston, MA
• 2024-07-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1. CREATIVE FINANCIAL NETWORK (CFN) POSITION: Insurance Sales Rep NATURE: Fixed Insurance Products Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/16/2026 ADDRESS: 5310 N.W. 33rd Avenue Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Selling fixed insurance products. 2. ROMERO INVESTMENT MANAGEMENT POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/16/2026 ADDRESS: 5310 N.W. 33rd Avenue Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Fixed insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-10
• S63 Uniform Securities Agent State Law Examination
  2024-06-04

Other Names

• Alexis Tedi Romero
• Alexis Romero