Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanne? Claim Your ProfileRosanne Grenfell is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Rosanne is licensed to provide investment advice in Illinois and Texas. Rosanne has been in the financial services industry since July 19, 2021. Her primary office location is in Wheaton, Illinois, where she works with Raymond James Financial Services Advisors, Inc. Rosanne has also been associated with Total Clarity Wealth Management, The Todd Group, Three Sixty Wealth Management and Foundation Wealth Strategies LLC. In addition to being a registered investment advisor representative, Rosanne is also an associate with Foundation Wealth Strategies LLC.
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
IL
11/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (WHEATON IL)
BOTH
Issued 11/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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