Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roseann? Claim Your ProfileRoseann Divincenzo is a financial advisor at Raymond James Financial Services Advisors, Inc. Roseann has been in the industry since 1999 and has worked for several other firms. Roseann is registered as a securities broker in 37 states and is also an investment advisor in Ohio. Roseann specializes in providing financial planning, investment management, and pension consulting services to individuals, corporations, and other businesses.
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
OH
09/25/2012 - Present
Raymond James Financial Services Advisors, Inc. (MENTOR OH)
OH
04/23/2010 - 02/09/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
06/11/2008 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
02/11/2008 - 06/02/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
OH
10/07/2003 - 01/18/2008
AMTRUST INVESTMENT SERVICES, INC. (CLEVELAND OH)
NJ
05/01/2002 - 08/04/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
WA
03/07/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
TN
01/02/2001 - 02/23/2001
MIDWEST RESEARCH FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
04/19/1999 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
NY
06/02/1998 - 09/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/16/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/09/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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