Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Mary Carreiro is a financial advisor with Edward Jones. Rosa has been in the financial industry since 2000 and has experience at several firms including First Republic Securities Company, LLC, Quest Capital Strategies, Inc., Deutsche Bank Securities Inc. and Credit Suisse First Boston LLC. Rosa's experience includes providing financial planning, pension consulting and portfolio management services for individuals and businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
11/03/2023 - Present
Edward Jones (PALM BEACH GARDENS FL)
FL
01/31/2013 - 09/14/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
CA
09/21/2011 - 08/31/2012
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
04/14/2005 - 11/23/2009
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
NY
01/17/2003 - 03/07/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
08/31/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/03/2000 - 09/04/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
10/20/1998 - 08/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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