Romeo Mortera is an investment adviser representative (IAR) with state registration records since 2026, appearing at 2 firms. Currently registered with U.S. BANCORP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | 2026-06-24 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2026-02-12 | 2026-06-05 | — |