Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Delrosario is a financial professional with over 20 years of experience in the securities industry. Rafael is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2003. Rafael has a broad range of experience having worked for Citigroup Global Markets Inc. and Robertson Stephens, Inc. in previous roles. Rafael holds the Series 7, Series 63, and SIE licenses and is registered in 53 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
10/16/2003 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
08/22/2001 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
03/29/2001 - 05/09/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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