Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Piero? Claim Your ProfilePiero Rosas is a financial advisor at Independent Financial Partners. Piero has been working in the financial services industry since 2000. Piero is registered with the state of California, Florida and Texas. Piero offers a range of financial planning services, including retirement planning, investment advice, and other financial consulting services. Piero is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/13/2022 - Present
Independent Financial Partners (Weston FL)
FL
02/27/2012 - 11/01/2016
LPL FINANCIAL LLC (HIALEAH FL)
FL
08/08/2007 - 02/27/2012
INVESTACORP, INC. (MIAMI LAKES FL)
FL
01/05/2005 - 09/07/2007
WM FINANCIAL SERVICES, INC. (HIALEAH FL)
NY
09/03/2003 - 01/19/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/14/2001 - 09/02/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
07/07/2000 - 03/01/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/2000 - 03/01/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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