Unclaimed
Rosa Mejias is a financial professional with over 20 years of experience in the industry. Rosa is currently registered with Allstate Financial Services, LLC in New York. Rosa has a strong background in the investment industry, holding Series 6, 26, and 63 licenses as well as the SIE exam. Rosa's previous experience includes positions at Citigroup Global Markets Inc. and Citicorp Investment Services.
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.
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.
1
2
NY
07/28/2016 - Present
Allstate Financial Services, LLC (Yonkers NY)
NY
05/29/2007 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/08/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (BRONX NY)
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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