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Our financial advice team


William Romero, Financial Advisor serving the New York, NY area - Ameriprise Advisors

William Romero

Financial Advisor

Senior Vice President of
Iron Birch Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Small Business
  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Series 24
  • Series 53
  • Series 9
  • Series 10
  • Life, Accident, and Health

Education

  • BS, Finance & Investments - Baruch College, New York, NY, 2008
  • Paramedic, Applied Sciences - LaGuardia College, New York, NY, 2007

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • www.NAHREP.org (New York Advisory Board for the National organization)
  • www.Together1Heart.org (New York committee member)

Interests

  • Running (New York Road Runners)
  • Community development (Together1Heart charity and NAHREP.org focus on sustainable home ownership)
  • History (Reading and studying prior major world events)
  • Soccer (Footy NYC Captain)