Unclaimed
Rose Marie-della Price is an experienced financial advisor with over 20 years of experience in the industry. Rose is currently registered with Cetera Investment Advisers LLC. Rose holds the Series 7, Series 24, Series 53 and Series 66 licenses. She also holds the SIE license and is a Certified Financial Planner. Rose has provided financial services for a variety of clients, including individuals, families, businesses, and non-profits. Rose is committed to helping 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.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
OH
09/25/2000 - 04/20/2001
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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