Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Segura-dethomas is a financial advisor with over 40 years of experience in the industry. Rosemary is currently registered with Cetera Investment Advisers LLC in New Mexico and Texas. Rosemary previously worked at MML Investors Services, Inc. in Massachusetts, and John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company in Massachusetts. Rosemary has a Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 7 and Series 1 licenses and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Rosemary is also the Treasurer's Assistant for the St. Vincent de Paul, a charitable organization in Bernalillo, New Mexico.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NM
06/29/2023 - Present
Cetera Investment Advisers LLC (ALBUQUERQUE NM)
MA
09/07/1995 - 04/02/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/08/1993 - 01/30/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/08/1993 - 01/30/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
11/14/1990 - 05/04/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
05/16/1979 - 11/24/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/16/1979 - 11/24/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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