Unclaimed
Roseanne Kurmaniak is a registered representative with Liontree Advisors LLC, located in New York, NY. Roseanne has been in the securities industry since January 16, 2002 and has a strong track record of success in the financial services industry. She holds Series 7, 24, 63, 79, and SIE licenses. Her previous experience includes roles at Lazard Frères & Co. LLC and Citigroup Global Markets Inc.
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.
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.
1
2
NY
12/09/2022 - Present
Liontree Advisors LLC (New York NY)
NY
09/25/2018 - 08/24/2022
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
10/03/2001 - 10/05/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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