Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosmari? Claim Your ProfileRosmari Trump is a financial advisor at Ameriprise Financial Services, LLC, located in Dallas, TX. Rosmari has been in the financial services industry since October 19, 2000. Rosmari has experience with Ameriprise Financial Services, LLC as well as UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rosmari holds Series 3, 7, and 66 licenses. Rosmari is registered in 19 states and works with individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations or other businesses, insurance companies, and state or municipal government entities.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
11/30/2018 - Present
Ameriprise Financial Services, LLC (DALLAS TX)
TX
03/26/2009 - 11/27/2018
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
10/18/2000 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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