Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosario? Claim Your ProfileRosario Greco is a financial advisor with over 35 years of experience in the industry. Rosario is currently registered with Osaic Wealth, Inc. and holds a Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Rosario also holds the Certified Financial Planner designation. Rosario offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Rosario has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (Branchburg NJ)
IN
12/10/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/05/1991 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
VT
01/02/1987 - 12/31/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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