Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Aitken is a financial professional with over 25 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative currently associated with LPL Financial LLC. Rosemary has experience in a wide range of financial services including non-variable insurance, investment advisory services and financial planning. She is committed to providing her clients with the personalized guidance and support they need to 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.
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.
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IL
10/29/2004 - Present
LPL Financial LLC (MUNDELEIN IL)
IL
10/29/2004 - 03/01/2023
LPL FINANCIAL LLC (MUNDELEIN IL)
MA
01/05/2001 - 11/04/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
SC
09/22/1997 - 12/21/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
08/13/1993 - 08/27/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CT
06/07/1993 - 07/29/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
05/18/1977 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1977
Series 1 - Registered Representative Examination
Active
Inactive
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