Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyril? Claim Your ProfileCyril Roseman is an Investment Advisor Representative associated with Portfolio Medics, LLC. Cyril has been in the securities industry since 1992 and has experience with Centaurus Financial, Inc., Sentra Securities Corporation, United Pacific Securities, Inc., Financial West Group, Associated Securities Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Cyril holds Series 7, Series 24, and Series 63 licenses and is a Certified Financial Planner. Cyril's primary focus is on providing financial planning and portfolio management for individuals. Cyril works out of the La Mesa, CA office of Portfolio Medics, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
01/01/2025 - Present
Portfolio Medics, LLC (La Mesa CA)
CA
01/02/2002 - 12/15/2017
CENTAURUS FINANCIAL, INC. (RAMONA CA)
AZ
11/16/1998 - 01/07/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/19/1998 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
NV
01/04/1995 - 03/17/1998
FINANCIAL WEST GROUP (RENO NV)
MA
05/05/1994 - 12/31/1994
ASSOCIATED SECURITIES CORP. (BOSTON MA)
MN
10/09/1992 - 05/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/09/1992 - 05/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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