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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Mackey Rose is a financial advisor who has been in the industry since August 13, 1997. Ellen is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Ellen holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Ellen is also a Certified Financial Planner. Ellen has previously worked for MONY Securities Corporation and Trusted Securities Advisors Corp. Ellen is a trusted advisor with over 20 years of experience in the financial services industry. Ellen is committed to providing her clients with personalized financial advice and guidance. Ellen's office is located at 15 South Main Street in Ipswich, MA.
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.
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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2
MA
06/01/2005 - Present
Equitable Advisors, LLC (IPSWICH MA)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/14/1997 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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