Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Lynn Perrilloux is a financial advisor with Raymond James Financial Services Advisors, Inc. Rose Lynn has been working in the financial services industry since August 2010, and holds licenses in both Louisiana and Florida. Rose Lynn has experience working with individuals, businesses, and institutions. She also has a background in real estate and is passionate about helping her clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
11/06/2024 - Present
Raymond James Financial Services Advisors, Inc. (New Orleans LA)
LA
01/02/2015 - 12/16/2015
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
03/22/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
BOTH
Issued 10/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2010
Series 7 - General Securities 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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