Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Neidermeyer is a financial advisor currently working for LPL Financial LLC in Iselin, NJ. Rosemary holds Series 6, 7, 24, 26, 51, 63 and 65 licenses and has been active in the financial industry since 2017. Rosemary has also worked with CETERA Investment Services LLC and Foresters Financial Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
05/06/2021 - Present
LPL Financial LLC (ISELIN NJ)
NJ
10/29/2019 - 05/11/2021
CETERA INVESTMENT SERVICES LLC (ISELIN NJ)
NJ
03/31/2017 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
IA
Issued 11/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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