Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanne? Claim Your ProfileRosanne Patsy is a financial advisor with Equitable Advisors, LLC. Rosanne has been in the industry since July 7, 1999, and is licensed in Florida. Previously, Rosanne worked with PRUCO SECURITIES, LLC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, SIGNATOR INVESTORS, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/01/2023 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
03/21/2018 - 02/21/2023
PRUCO SECURITIES, LLC. (BOCA RATON FL)
FL
03/25/2017 - 03/20/2018
MML INVESTORS SERVICES, LLC (BOCA RATON FL)
FL
10/30/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
10/01/2009 - 11/13/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Miramar FL)
FL
11/10/2006 - 10/02/2009
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
07/08/1999 - 11/17/2006
METLIFE SECURITIES INC. (BOCA RATON FL)
FL
07/08/1999 - 11/17/2006
METROPOLITAN LIFE INSURANCE COMPANY (BOCA RATON FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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