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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis celso? Claim Your ProfileLuis celso Pasquale Rosa is a financial advisor associated with TLG Advisors, Inc., a firm with offices in Littleton, Colorado and New Hope, Pennsylvania. Luis celso Pasquale Rosa is a Registered Representative in the state of Pennsylvania, and an Investment Advisor Representative in the state of Pennsylvania. Luis celso Pasquale Rosa has been in the securities industry since 2001. Luis celso Pasquale Rosa has worked as a financial advisor with other firms prior to joining TLG Advisors, Inc., including AXA Advisors, LLC and MONY Securities Corporation. Luis celso Pasquale Rosa holds the Series 7, Series 66 and SIE licenses. Luis celso Pasquale Rosa is also a registered Independent Insurance Agent. Luis celso Pasquale Rosa specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Placement of institutional 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.
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2
PA
01/10/2020 - Present
TLG Advisors, Inc. (New Hope PA)
FL
04/07/2004 - 11/04/2019
AXA ADVISORS, LLC (MIAMI FL)
NY
10/17/2000 - 02/10/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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