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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemarie? Claim Your ProfileRosemarie Llaneza Esteibar is a financial advisor with over 30 years of experience in the industry. Rosemarie is currently registered with Osaic Wealth, Inc. in Hauppauge, NY. She is licensed in 6 states, including California, Florida, Maryland, New Jersey, New York, and Kentucky. She holds a Series 6, Series 63 and SIE license and is a licensed securities agent. Rosemarie specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Rosemarie has previously been registered with Nationwide Securities, LLC, 1717 Capital Management Company, and John Hancock Distributors, 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.
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.
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.
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NY
07/30/2010 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
08/01/2008 - 07/30/2010
NATIONWIDE SECURITIES, LLC (HAUPPAUGE NY)
NY
07/12/1989 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (GARDEN CITY NY)
MA
03/27/1986 - 07/29/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 07/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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