Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemarie? Claim Your ProfileRosemarie Theresa Dempsey is a financial advisor with over 15 years of experience in the financial services industry. She is currently registered with Great Valley Advisor Group, Inc. and holds Series 6, 63, and 65 licenses. Rosemarie also has a Series SIE license. She has previously been registered with MML Investors Services, LLC and ProEquities, Inc. Rosemarie focuses on providing financial planning and portfolio management services to individuals and businesses. She offers services including consulting services, educational seminars and selection of other advisors. Her focus is on providing individualized financial advice tailored to meet each client's unique needs. Rosemarie's prior experience is in providing financial services through Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, 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.
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.
Consulting 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.
1
2
PA
10/02/2024 - Present
Great Valley Advisor Group, Inc. (Berwyn PA)
PA
10/31/2008 - 09/06/2013
MML INVESTORS SERVICES, LLC (EXTON PA)
PA
04/01/2008 - 11/21/2008
PROEQUITIES, INC. (NEWTOWN PA)
IA
Issued 02/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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