Unclaimed
Rosario Cammarata Jr. is a financial advisor with Ameriprise Financial Services, LLC. Rosario has been in the financial services industry for over 27 years. Rosario holds the Series 7, Series 63, and Series 65 licenses. Rosario's previous experience includes working at UBS Financial Services Inc., Raymond James & Associates, Inc., Janney Montgomery Scott LLC, and Gruntal & Co., L.L.C. Rosario specializes in asset allocation services, financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/24/2022 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
11/17/2011 - 05/31/2022
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
FL
04/17/2006 - 11/23/2011
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
FL
05/31/2000 - 05/10/2006
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
NY
10/30/1995 - 06/06/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 05/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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