Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Alison Sobrinski is a registered representative with Citizens Securities, Inc., an investment firm with offices in Conshohocken, PA and Rocky River, OH. Rosemary is a seasoned professional in the financial services industry with a diverse background. Rosemary holds both the Series 63 and 65 licenses, indicating her expertise in securities and investment advising. She also holds the Series 7 and SIE licenses, demonstrating her comprehensive understanding of the financial market. In addition to these credentials, Rosemary possesses a wealth of knowledge in various financial products and services, including investment company products and variable contracts. Rosemary’s dedication to client success is evident in her extensive experience across multiple firms, including Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Tristate Financial Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/06/2023 - Present
Citizens Securities, Inc. (CONSHOHOCKEN PA)
PA
05/02/2022 - 10/06/2023
TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)
BC
Issued 02/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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