Jorge
Romero
Destiny Wealth Partners, LLC
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About this Advisor
Jorge Romero is a certified financial planner working in The Villages, Florida, with 6 years of industry experience. Romero is currently employed by Destiny Wealth Partners, LLC. Romero has gained experience at Suntrust Investment Services, Inc, Ruggie Capital Group, Cwm, LLC and Destiny Wealth Partners. Romero maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Destiny Wealth Partners, LLC is a firm headquartered in Tavares, FL. It has offices in four locations and a total of 21 advisors. It controls $806 million in assets between its 2,805 client accounts, making it one of the larger firms in the United States by assets under management. Of its 2,805 accounts, 18% belong to high-net-worth clients who have more than $1 million in assets available to invest. Destiny Wealth Partners, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Destiny Wealth Partners, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destiny Wealth Partners, LLC Brokerage Details
$805,805,266
21
2,805
$287,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Jorge Romero Work History
Jorge has been registered as a financial advisor for 6 years.*
Destiny Wealth Partners
Cwm, LLC
Ruggie Capital Group
Suntrust Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jorge Romero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destiny Wealth Partners, LLC
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
The Villages, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
