Lincoln Financial Advisors/Sagemark Consulting | Financial Advisor in Rye Brook ,NY

800 Westchester Ave.
S-504
Rye Brook, NY 10573

About

Offering comprehensive financial service solutions tailored to fit your specific needs.

16 Years of Experience


  • CRD# 2304767
  • Insurance License# 981276
  • Series 6, 7, 24, 26, 63, 65

General Information
Firm Start Year:   2006
Insurance License#:   981276
Name of Broker/Dealer:   Lincoln Financial Advisors
States Licensed in:   CT, NY, NJ, PA
Number of Years with Current Firm:   2
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Bonds , Stocks , Annuities
I can meet clients in the following ways:   At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Life , Variable Annuity , Long Term Care , Variable Life
Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $75,000
Compensation Methods:   Flat Fee , Based on Assets , Commissions
Additional Details on Charges:   Planning fees vary according to need and complexity of request. Planning fees charged for comprehensive planning are higher than fees charged for modular planning.



FAQs


DISCLAIMER

Mary Jo Romano is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC). Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

CRN200901-2025090

Mary Jo Romano

Mary Jo Romano

RFC

Communities Served

CT NY
NJ