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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roseann? Claim Your ProfileRoseann Carol McDonald is a financial professional with over 25 years of experience in the industry. Roseann currently works at Equity Services, Inc. as a registered representative. Roseann has experience working for a variety of firms, including MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Ameriprise Financial Services, Inc., IDS Life Insurance Company and Fidelity National Capital Investors, Inc. Roseann's experience and commitment to excellence are reflected in her extensive credentials. She holds licenses for Series 4, 7, 24, 26, 52, 53 and 63 and has completed the SIE exam. She is a licensed registered representative in 32 states and the District of Columbia. Roseann specializes in working with individuals, corporations, pension and profit sharing plans and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
07/20/2021 - Present
Equity Services, Inc. (ATLANTA GA)
GA
03/25/2017 - 07/13/2021
MML INVESTORS SERVICES, LLC (Peachtree Corners GA)
GA
07/26/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/25/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
MN
06/16/1999 - 05/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/16/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
08/29/1996 - 06/08/1999
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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