Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalie? Claim Your ProfileRosalie Knop is a financial professional with over five years of experience in the financial services industry. Rosalie has held various roles at several firms, including PFS Investments Inc., ALLSTATE FINANCIAL SERVICES, LLC, SECURIAN FINANCIAL SERVICES, INC., WELLS FARGO CLEARING SERVICES, LLC, and PRIMERICA FINANCIAL SERVICES. Rosalie is licensed to provide investment advice and securities products in Georgia, Louisiana, and Mississippi. Rosalie specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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2
GA
06/29/2022 - Present
PFS Investments Inc. (DULUTH GA)
MS
05/25/2021 - 06/27/2022
ALLSTATE FINANCIAL SERVICES, LLC (Madison MS)
LA
12/05/2019 - 05/20/2021
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
MS
12/27/2018 - 11/13/2019
WELLS FARGO CLEARING SERVICES, LLC (HATTIESBURG MS)
MS
01/03/2018 - 11/21/2018
PFS INVESTMENTS INC. (HATTIESBURG MS)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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