Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Raquel Parrish is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Rosa has been in the industry since 1995 and holds Series 7, Series 63, and Series 65 licenses. Rosa has experience working with individuals, corporations, and institutions. Rosa's current registrations include Arkansas and Texas. Previous employers include Edward Jones, Investment Professionals, Inc., and Boatmen's Investment Services, Inc.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AR
02/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
08/01/2014 - 02/14/2023
WELLS FARGO CLEARING SERVICES, LLC (LITTLE ROCK AR)
AR
07/19/2001 - 08/06/2014
EDWARD JONES (CAMDEN AR)
TX
04/03/2000 - 07/18/2001
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
10/28/1997 - 04/03/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
AR
10/10/1995 - 10/16/1997
BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC. (LITTLE ROCK AR)
MO
06/17/1996 - 12/31/1996
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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