Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Elizabeth Gilday is a registered representative with Secure Planning, LLC. Rose is a financial professional with expertise in providing financial planning and portfolio management services to individuals. With experience in the industry dating back to 2017, Rose is dedicated to helping clients achieve their financial goals. Rose holds the Series 63, Series 7, and SIE licenses. Rose specializes in providing financial advice and portfolio management services to both individuals and high-net-worth individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NH
07/05/2017 - Present
Secure Planning, LLC (PORTSMOUTH NH)
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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