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Roy P. Moro

Roy has retired as a Registered Representative.  Roy continues to assist us in a supportive capacity.

Prior to his role as one of the founding partners of Diversified Capital Management, Roy was the proprietor of his own firm as well as having over 20 years of experience within two major, international insurance and financial planning firms.  Mr. Moro received his formal education at the University of Maryland where he majored in Accounting.

Roy's expertise lies in the areas of investment planning, portfolio management, retirement planning, insurance analysis and comprehensive financial planning. In his career he has spoken before many groups on the topics of insurance, investments and estate planning, among them, Carrier Corporation, Liverpool Adult Education programs, Niagara Mohawk and Lockheed Martin.


PROFESSIONAL ACTIVITIES

  • Past member, Small Business Council, Syracuse Chamber

  • Past Board Member, International Packaging Systems, Inc., UK

  • Former Management Assistant to Governor, U.S. Virgin Islands


LICENSES and DESIGNATIONS

  • Series 7 and Series 24 (General Securities Principal) Securities Licenses

  • Life, Accident and Health Insurance License (New York State and Florida)

  • Securities licensed in New York.

120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.