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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 Iadarola is a financial advisor with over 30 years of experience in the financial services industry. Rosemary is registered with Morgan Stanley in Oak Brook, IL, and has been with the firm since 2009. Prior to joining Morgan Stanley, Rosemary held positions at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Rosemary is a Registered Representative, an Investment Advisor Representative and holds Series 7, 9, 10, 31, 63 and 66 licenses. Rosemary is also a licensed Investment Advisor in Illinois and Texas. Rosemary provides financial advice to individuals, families, and businesses. She specializes in investment management, financial planning, and retirement planning. Rosemary's clients are located in Illinois and Texas, and the firm provides services to clients nationwide.
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
IL
08/21/2014 - Present
Morgan Stanley (Oak Brook IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
IL
04/08/1991 - 04/02/2007
MORGAN STANLEY DW INC. (OAK BROOK IL)
NY
10/04/1988 - 04/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1986 - 09/24/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
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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