|
Roy is a Registered Principal associated with Cadaret, Grant & Co.,
Inc., a FINRA member firm
and is a Managing Member of Diversified Capital Management, LLC.
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. Roy is also a managing member
of ETFidea, LLC, a Registered Investment Advisor offering portfolio
management services to individual clients as well as clients of other
advisors. 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
-
Past Member, U.S. Military Training Mission to Saudi Arabia
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, Florida and Ohio
|
.jpg)