Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosana? Claim Your ProfileRosana Trippany is a financial advisor registered with ESL Investment Services, LLC, located in Rochester, NY. She is also registered with LPL Financial LLC, which is an independent broker-dealer. Rosana has over 20 years of experience in the financial services industry. She has a Series 6, Series 63, and SIE license and is licensed in New York. Rosana is dedicated 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.
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.
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2
NY
07/14/2015 - Present
ESL Investment Services, LLC (ROCHESTER NY)
CA
06/01/1993 - 08/17/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
FL
12/21/1992 - 06/01/1993
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
BC
Issued 06/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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