Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolando? Claim Your ProfileRolando Vescovacci colon is a financial professional with over 20 years of experience in the industry. He is currently registered with Charles Schwab & Co., Inc. and has held previous positions at Wachovia Securities, LLC, Prudential Securities Incorporated, Morgan Stanley DW Inc., and Sydney Prevor and Co. Inc. Rolando Vescovacci colon is also a licensed Investment Advisor Representative in Puerto Rico. He is knowledgeable in various areas of financial planning and holds multiple professional licenses, including Series 7, Series 9, Series 10, Series 63, and Series 65.
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
1
2
PR
12/22/2015 - Present
Charles Schwab & CO., Inc. (San Juan PR)
MO
07/01/2003 - 08/18/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/06/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/07/2001 - 09/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
05/22/1998 - 05/09/2001
SYDNEY PREVOR AND CO. INC. (AVENTURA FL)
IA
Issued 07/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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