Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Stevens is a financial advisor with over 25 years of experience in the financial industry. Rosemary is currently registered with Planmember Securities Corp. as an Investment Advisor Representative (IAR) and registered in multiple states for securities. Previously, Rosemary was employed at several other firms including Symetra Investment Services, Inc., Woodbury Financial Services, Inc., Multi-Financial Securities Corporation, Vestar Securities Corporation and Locust Street Securities, Inc. Rosemary has a strong background in both securities and investment advisory services and has successfully helped clients achieve their financial goals.
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.
Provides investment supervisory 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.
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2
CA
01/23/2013 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
04/20/2010 - 01/18/2013
SYMETRA INVESTMENT SERVICES, INC. (TACOMA WA)
WA
10/28/2005 - 04/22/2010
WOODBURY FINANCIAL SERVICES, INC. (TACOMA WA)
CO
01/01/2004 - 11/21/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
11/16/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
03/20/1998 - 11/18/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
05/16/1996 - 10/13/1997
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 10/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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