Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Guilfoyle is a financial advisor with Raymond James Financial Services Advisors, Inc., in Coral Gables, FL. Rosemary has been working in the financial industry since 2014 and is registered with both FINRA and the state of Florida. Rosemary specializes in working with high-net-worth individuals, corporations, and retirement plans. Rosemary offers financial planning, portfolio management, and pension consulting services. She holds Series 6, 7, and 66 licenses. Rosemary is also the President of RG Insurance Services Inc. and provides Medicare solutions to individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
02/13/2024 - Present
Raymond James Financial Services Advisors, Inc. (Coral Gables FL)
FL
06/15/2023 - 02/14/2024
CETERA ADVISOR NETWORKS LLC (Boca Raton FL)
FL
11/07/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
06/25/2021 - 10/17/2022
PRUCO SECURITIES, LLC. (BOCA RATON FL)
FL
11/19/2014 - 06/16/2021
NYLIFE SECURITIES LLC (SUNRISE FL)
BOTH
Issued 01/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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