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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 Robinson is an Investment Advisor Representative with Kestra Advisory Services, LLC. Rosemarie has been in the financial industry since 1996. Rosemarie has a series 6, 7, 63, and 65 license as well as the SIE exam. Rosemarie specializes in portfolio management for individuals and businesses, and she has experience in financial planning and pension consulting. Rosemarie is registered to provide investment advisory services in Arizona, California, Georgia, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Vermont, Virginia, and Washington. Rosemarie was previously registered with Financial Network Investment Corporation. Rosemarie is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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CA
05/15/2019 - Present
Kestra Advisory Services, LLC (ENCINO CA)
CA
11/18/1996 - 05/03/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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