Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Robinson is a financial advisor with Creative Financial Designs, Inc. Rosemary has been in the financial services industry for over 10 years and is registered to provide investment advice in Michigan. Rosemary is also a para-planner for Bridge Wealth Management in Flint, Michigan. Rosemary's office is located in Kokomo, Indiana, and she has also worked at Edward Jones in Flushing, Michigan. Rosemary has passed the Series 7, Series 66, and SIE exams.
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.
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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2
IN
05/18/2011 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
MI
02/10/2009 - 04/14/2010
EDWARD JONES (FLUSHING MI)
BOTH
Issued 02/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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