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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 Cretella is a financial advisor with Avantax Advisory Services. Roseann has been working in the financial industry since 2002 and has a Series 63, Series 6, and SIE license. Roseann has been registered with the state of New York since 2002. Roseann is also registered with the state of Florida, New Jersey and Pennsylvania and is a registered Investment Advisor in New York. Roseann's practice focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. Roseann is also a solicitor referral agent. Roseann is a member of the Mid-Island Babe Ruth League and is also an executrix for Lillian Lizardi. Roseann is a member of the Church of St Andrew finance committee.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
01/03/2022 - Present
Avantax Advisory Services (Staten Island NY)
BC
Issued 05/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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