Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Behizadeh Yue is a registered Investment Advisor Representative with Brown | Miller Wealth Management, LLC. Rosemary has been in the industry for over a decade, with prior experience at Wells Fargo Clearing Services, LLC and LPL Financial Corporation. Rosemary holds the Series 66 and Series 7 licenses. Rosemary specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and pension and profit sharing plans.
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.
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.
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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VA
03/04/2020 - Present
Brown | Miller Wealth Management, LLC (MCLEAN VA)
DC
09/30/2011 - 03/09/2020
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
MA
05/27/2008 - 10/05/2009
LPL FINANCIAL CORPORATION (CHESTNUT HILL MA)
MA
02/20/2008 - 05/27/2008
IFMG SECURITIES, INC. (CHESTNUT HILL MA)
CA
02/11/2005 - 09/18/2007
WELLS FARGO INVESTMENTS, LLC (LA CRESCENTA CA)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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