Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalind? Claim Your ProfileRosalind Wilkins Haith is a financial advisor with over 25 years of experience in the industry. Rosalind is a registered representative of Raymond James Financial Services Advisors, Inc. and a Registered Investment Advisor in the state of Texas. Rosalind has previously been registered with Morgan Stanley DW Inc. and Prudential Securities Incorporated. Rosalind specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and high-net-worth clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HOUSTON TX)
NY
07/08/1996 - 10/07/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/07/1995 - 06/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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