Unclaimed
Avigail Benderly Rosemore has been in the financial services industry since 1997 and is currently registered with RBC Capital Markets, LLC. Previously, Avigail was a Registered Representative at Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Avigail has a strong background in financial planning and portfolio management. Avigail specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutional investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
10/31/2024 - Present
RBC Capital Markets, LLC (BALTIMORE MD)
MD
12/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
04/02/2007 - 01/02/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
10/22/2001 - 04/02/2007
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
NY
12/16/1997 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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