Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalie? Claim Your ProfileRosalie Henley-crownover is a registered representative with Cambridge Investment Research Advisors, Inc. Rosalie has been in the industry since 1993, and has experience at several firms including Next Financial Group, Inc. and Advantage Capital Corporation. Rosalie is licensed to sell securities in Florida, Georgia, Indiana, Mississippi, and Tennessee. Rosalie specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, and Selection of Other Advisors. Rosalie's firm manages over $87 billion in client assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
06/03/2011 - Present
Cambridge Investment Research Advisors, Inc. (MANCHESTER TN)
TN
08/15/2003 - 06/06/2011
NEXT FINANCIAL GROUP, INC. (MANCHESTER TN)
GA
08/15/1994 - 08/15/2003
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/27/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
FL
11/15/1993 - 05/02/1994
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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