Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalie? Claim Your ProfileRosalie Mathers is an investment advisor representative who has been in the industry since March 14, 2016. Rosalie is registered with Valmark Advisers, Inc. and has offices in Menomonee Falls, WI, and Bonita Springs, FL. Rosalie has passed the Series 6, Series 63, Series 65, and SIE exams. Rosalie is a Certified Financial Planner and Chartered Financial Consultant. Rosalie has been employed by Valmark Advisers, Inc. since May 2018. In addition to her role at Valmark Advisers, Inc., Rosalie also owns and operates Private Wealth Advisers LLC, which provides non-variable insurance products. Rosalie is also a manager of Arkayem LLC, which is a real estate rental company, and Rosie K. Mathers Insurance Proprietorship, which provides long-term care and disability insurance. Rosalie has a strong commitment to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
WI
05/14/2018 - Present
Valmark Advisers, Inc. (Menomonee Falls WI)
BC
Issued 03/08/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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