Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roselin? Claim Your ProfileRoselin Espinal is a financial advisor at Morgan Stanley with over 18 years of experience in the industry. Roselin has held previous roles at Credit Suisse Securities (USA) LLC, Lehman Brothers Inc. and J.P. Morgan Securities Inc. Roselin holds a Series 63, Series 66, Series 7 and SIE licenses. Roselin is registered to provide investment advice in 27 states. Roselin specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals and investment companies. Roselin is also a board co-chair for the American Dream School, a charter school, and serves on the board of Lyceum Charter School.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
09/15/2008 - 03/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/20/2006 - 09/18/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/07/2006 - 11/14/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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