Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanne? Claim Your ProfileRosanne Costello is an investment advisor representative with Captrust. Rosanne has been in the financial services industry for over 30 years and has a wide range of experience. She has held several positions in the industry and has experience in various financial markets. Rosanne is registered in California and Texas and offers financial planning and portfolio management services to individuals, businesses, and institutions. Rosanne is also involved in the community and is on the board of several non-profit 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/13/2019 - Present
Captrust (Pasadena CA)
CA
10/22/1999 - 10/08/2014
CHARLES SCHWAB & CO., INC. (ENCINO CA)
WA
02/28/1996 - 09/08/1999
NELSON SECURITIES,INC. (SPOKANE WA)
TX
09/13/1984 - 03/16/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/23/1984 - 09/23/1985
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/04/1984 - 05/18/1984
SECURITY PACIFIC BROKERS, INC.
NA
04/19/1983 - 12/30/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/08/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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