Unclaimed
Rose Bizarro is an investment advisor representative at Valic Financial Advisors, Inc. with over 14 years of experience in the financial services industry. Rose has a Series 7, Series 6, Series 63, Series 66, and Series 24 licenses. Rose is registered to offer investment advisory services in California. Prior to joining Valic Financial Advisors, Inc., Rose worked at Centaurus Financial, Inc., Stira Capital Markets Group, LLC, and Money Concepts Capital Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
CA
05/07/2024 - Present
Valic Financial Advisors, Inc. (WOODLAND HILLS CA)
CA
08/02/2018 - 04/23/2024
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
05/23/2017 - 07/23/2018
STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)
CA
09/16/2015 - 03/06/2017
MONEY CONCEPTS CAPITAL CORP (FULLERTON CA)
CA
11/22/2010 - 08/11/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORANGE CA)
CA
03/18/2009 - 06/29/2010
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/2007
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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