Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Rosaly-lee is a financial professional with over 25 years of experience in the industry. She is registered with Tiaa-Cref Individual & Institutional Services, LLC. Rosemary holds Series 6 and Series 63 licenses as well as the SIE exam. Rosemary is dedicated to providing her clients with a personalized approach to financial planning, and she has extensive experience working with high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
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2
NC
09/29/1994 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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