Unclaimed
Donaciano Rosilez is a financial professional with over 15 years of experience in the industry. Donaciano is currently registered with Farmers Financial Solutions, LLC and holds the Series 6, 7, 63, and SIE licenses. Donaciano was previously employed by CUSO Financial Services, L.P., First Brokerage America, L.L.C., Zions Direct, Inc., Amegy Investments, Inc. and FISERV Investor Services, Inc.
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.
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.
1
2
TX
03/20/2017 - Present
Farmers Financial Solutions, LLC (HOUSTON TX)
TX
04/01/2008 - 06/12/2009
CUSO FINANCIAL SERVICES, L.P. (HOUSTON TX)
TX
03/01/2007 - 04/01/2008
FIRST BROKERAGE AMERICA, L.L.C. (HOUSTON TX)
TX
01/31/2006 - 02/26/2007
ZIONS DIRECT, INC. (BAYTOWN TX)
TX
05/13/2003 - 12/31/2006
AMEGY INVESTMENTS, INC. (KINGWOOD TX)
TX
09/27/2000 - 05/15/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 04/01/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
Not sure Donaciano Rosilez is the right advisor for you? Invested Better is here to help.