Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosilyn? Claim Your ProfileRosilyn Overton is a financial professional with over 45 years of experience in the industry. Rosilyn is currently registered with Level Four Advisory Services, LLC. She is a Certified Financial Planner and holds various licenses and certifications, including the Series 7, Series 3, Series 5, Series 24, Series 63, and Series 65 exams. Rosilyn has a history of working with individuals, corporations, and various trusts and foundations. Her areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
NY
10/14/2022 - Present
Level Four Advisory Services (GREAT NECK NY)
NY
08/22/1997 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (GREAT NECK NY)
FL
10/19/1987 - 08/29/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
09/26/1978 - 03/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/20/1986 - 10/29/1987
NATHAN & LEWIS SECURITIES, INC.
NA
12/29/1980 - 01/02/1985
E. F. HUTTON & COMPANY INC
NA
01/27/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/17/1982
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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