Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donato? Claim Your ProfileDonato Antonio Rosales is a registered representative with LPL Enterprise, LLC. Donato Antonio Rosales is also an investment advisor representative in Connecticut. Donato Antonio Rosales has been in the securities industry since June 15, 2021. The advisor has passed the Series 7TO, Series 66, and SIE exams. Donato Antonio Rosales has been associated with LPL Enterprise, LLC since November 2024. Donato Antonio Rosales has also been associated with Pruco Securities, LLC., People's United Bank, Thomaston Savings Bank, University of Connecticut, Holy Cross High School, Amalfi's Restaurant, and Prudential Insurance Company of America. LPL Enterprise, LLC offers investment advisory services, including financial planning, portfolio management for businesses, and portfolio management for individuals. LPL Enterprise, LLC also provides educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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CT
11/14/2024 - Present
LPL Enterprise, LLC (GLASTONBURY CT)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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