Pat Romano is a financial representative who has been dedicated to helping individuals with all aspects of financial planning. He specializes in retirement planning for school district employees, small businesses, and individuals. Pat is a graduate of Montclair State College with a Bachelor of Science in Finance and Business Administration.
He is an FINRA registered representative and has a life, health and variable annuity insurance licensure in New Jersey. Personalized service is a hallmark of Lincoln Investment and Pat takes pride in developing long-term relationships with his clients. He provides them with financial services designed to help meet each of their individual goals.
Pat holds the following industry exams or equivalency and Professional Designations.
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
In his free time, Pat enjoys time with his family including 2 grandchildren, playing golf, vacationing in Hilton Head S.C., and reading Michael Connolly novels.