Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Oliveros is a financial advisor who has been in the industry since 2006. Rosemary is currently registered with J.P. Morgan Securities LLC and holds Series 6, 63, SIE, and 6TO licenses. Rosemary has previously worked at BANC of America Investment Services, Inc. Rosemary is located in Highland, California and specializes in various financial services including investment advisory, securities, financial planning, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
12/18/2018 - Present
J.p. Morgan Securities LLC (HIGHLAND CA)
CA
01/01/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN BERNARDINO CA)
BC
Issued 01/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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