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Rosemary Elizabeth Myers

Csenge Advisory Group, LLC

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About Rosemary Elizabeth Myers

Rosemary Elizabeth Myers is a financial advisor with over 15 years of experience in the industry. Rosemary is currently registered with Csenge Advisory Group, LLC in Chattanooga, TN. Previously, Rosemary was associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CHASE INVESTMENT SERVICES CORP. Rosemary holds Series 6, 7 and 66 securities licenses. Rosemary is a dedicated financial advisor who works with clients to develop personalized financial plans. Rosemary focuses on providing asset allocation services, financial planning, pension consulting, and selection of other advisors.

Firm Information

Rosemary Myers is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rosemary Myers’s Registration & Firm History

TN

06/28/2021 - Present

Csenge Advisory Group, LLC (Chattanooga TN)

OH

10/01/2010 - 05/25/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)

OH

10/20/2005 - 09/07/2010

CHASE INVESTMENT SERVICES CORP. (AURORA OH)

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Licenses & Designations

BOTH

Issued 12/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosemary Elizabeth Myers.
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