Unclaimed
Rosario Mannino is a financial advisor at Ameriprise Financial Services, LLC in Greenwich, CT. Rosario has over 30 years of experience in the financial services industry, having worked previously at Ameriprise Advisor Services, Inc., W.J. Nolan & Company, Inc., and J. Gregory & Company, Inc. Rosario is registered with FINRA and has a Series 7, 9, 10, 24, 63, and 65 license. Rosario provides a variety of services to individuals and businesses, including financial planning, asset allocation, portfolio management, and pension consulting. Rosario's specializations include retirement planning, education planning, estate planning, and insurance.
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
CT
10/05/2009 - Present
Ameriprise Financial Services, LLC (GREENWICH CT)
CT
02/14/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (GREENWICH CT)
NY
11/23/1992 - 01/28/1994
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
07/21/1992 - 11/18/1992
J. GREGORY & COMPANY, INC.
NY
10/24/1991 - 07/21/1992
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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