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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Angeloni is a financial advisor with Morgan Stanley. Rosemary has over 18 years of experience in the financial industry. Rosemary is registered with the following securities regulators: FINRA, New Jersey and Texas. Rosemary is Series 7, 63, 66 and SIE licensed. Rosemary has worked at Morgan Stanley since January 2022. Previously, Rosemary was a financial advisor at Wells Fargo Clearing Services, LLC. Rosemary holds a bachelor’s degree in finance and a master’s degree in business administration.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
01/14/2022 - Present
Morgan Stanley (Red Bank NJ)
NJ
04/30/2020 - 01/06/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NY
08/19/2004 - 05/30/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 10/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 05/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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