Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanna? Claim Your ProfileRosanna Gabriella Galick is a financial professional with over eight years of experience in the industry. Rosanna is currently registered with LPL Financial LLC in Beacon, New York. Prior to joining LPL Financial LLC, Rosanna was registered with Cetera Investment Services LLC and Foresters Financial Services, Inc. Rosanna holds the Series 6, 63, and 26 securities licenses and the SIE exam. She has also been registered to conduct business in New York. Rosanna specializes in providing financial advice to a diverse clientele including individuals, businesses, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
03/19/2024 - Present
LPL Financial LLC (BEACON NY)
NY
06/20/2019 - 11/14/2023
CETERA INVESTMENT SERVICES LLC (FISHKILL NY)
NY
01/22/2015 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (FISHKILL NY)
BC
Issued 05/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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