Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roseann? Claim Your ProfileRoseann Monteleone is a financial advisor with over 24 years of experience in the industry. She is currently registered with SPC. Roseann's experience includes working with IFP Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Roseann holds Series 6, 7, 63, and 66 securities licenses and is also a registered Investment Advisor Representative in several states. Roseann has a background in education and has held positions at Immaculata University and Educational Testing Service.
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.
Consultation services
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.
Seminar attendance fees
1
2
FL
01/01/2025 - Present
SPC (Palm Harbor FL)
FL
08/23/2019 - 04/10/2023
IFP SECURITIES, LLC (Palm Harbor FL)
FL
10/18/2016 - 09/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
GA
12/18/2001 - 08/09/2007
WACHOVIA SECURITIES, LLC (LOVEJOY GA)
NA
07/08/1988 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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