Unclaimed
Rose Gatto Bryant is a financial advisor with Raymond James & Associates, Inc. Rose has been in the industry for over 23 years. She has worked at Ameriprise Financial Services, LLC and Comerica Securities in the past. Rose has a strong understanding of the financial markets and is dedicated to providing her clients with personalized advice. She has a focus on providing financial planning services to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
05/30/2024 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
11/05/2023 - 06/10/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Bloomfield Hills MI)
MI
03/15/2000 - 11/06/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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