Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Angela Dilecce is a financial advisor with over 20 years of experience. Rose is currently registered with J. W. Cole Advisors, Inc. and is licensed to provide financial advice in Florida. Rose has a strong track record of success in helping clients achieve their financial goals. Rose specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations.
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.
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 consulting
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
06/11/2021 - Present
J. W. Cole Advisors, Inc. (Rockledge FL)
FL
08/29/2019 - 05/27/2021
LPL FINANCIAL LLC (VIERA FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
03/02/2012 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (VIERA FL)
FL
12/14/2009 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
09/09/2009 - 11/06/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MERRIT ISLAND FL)
FL
04/03/2001 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRITT ISLAND FL)
BOTH
Issued 05/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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