Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanna? Claim Your ProfileRosanna Coviello is an investment advisor representative with UBS Financial Services Inc. in Weehawken, New Jersey. Rosanna has been working in the financial services industry since 2020. Prior to joining UBS Financial Services Inc., Rosanna worked at LPL Financial LLC. Rosanna holds the Series 7, 66, and 24 licenses, and she is registered with FINRA and the state of New Jersey. Rosanna's specializations include financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
NJ
07/30/2024 - Present
UBS Financial Services Inc. (Weehawken NJ)
NJ
07/25/2020 - 07/24/2024
LPL FINANCIAL LLC (CHESTER NJ)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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