Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalie? Claim Your ProfileRosalie Michal Costa is a registered representative with Valley Financial Management, Inc., a firm headquartered in New York, NY. Rosalie has been in the securities industry since 2001 and holds Series 7 and Series 63 licenses. Rosalie is registered in 9 states, including Florida, California, Maryland, New Jersey, New York, Texas, Virginia, Indiana and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/19/2010 - Present
Valley Financial Management, Inc. (AVENTURA FL)
NY
07/05/2001 - 05/05/2010
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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