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Rose Marie Kratz

Ernst & Young Investment Advisers LLP

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About Rose Marie Kratz

Rose Marie Kratz is an investment advisor representative with Ernst & Young Investment Advisers LLP. Rose Marie is registered with the state of Florida. Rose Marie has been in the financial services industry for over 10 years. Rose Marie has passed the Uniform Investment Adviser Law Examination (Series 65), the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Rose Marie has worked for several other firms in the past, including Allstate Financial Services, LLC and NYLIFE Securities LLC. Rose Marie also works as a solicitor for Royal Fund Management in The Villages, Florida. Rose Marie's specializations include providing financial planning, educational seminars and publication of periodicals.

Firm Information

Rose Kratz is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Rose Kratz’s Registration & Firm History

FL

08/17/2017 - Present

Ernst & Young Investment Advisers LLP (Tampa FL)

FL

05/16/2014 - 05/04/2015

ALLSTATE FINANCIAL SERVICES, LLC (RUSKIN FL)

FL

05/03/2013 - 02/07/2014

NYLIFE SECURITIES LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 08/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rose Marie Kratz.
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