Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Erin Bossart is a financial advisor with J.P. Morgan Institutional Investments Inc. She is a registered representative in 53 states and the District of Columbia. Rose has been in the financial services industry since September 23, 2010. She has a Series 6, Series 63, and Series 6TO license and has passed the SIE exam. Prior to joining J.P. Morgan Institutional Investments Inc., Rose worked at BISYS Fund Services Limited Partnership in Portland, Maine and Jackson National Financial Services, Inc. in Los Angeles, California.
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.
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.
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2
OH
02/09/2021 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
ME
03/01/1996 - 02/02/2004
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
CA
09/17/1993 - 03/06/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 05/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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