Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rossana? Claim Your ProfileRossana Ionescu is a registered investment advisor representative at TD Private Client Wealth LLC. Rossana has been in the financial services industry since 2000. She is registered to provide investment advice in several states including Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Washington. Prior to joining TD Private Client Wealth LLC, Rossana worked for WELLS FARGO ADVISORS, LLC and FIRST UNION SECURITIES, INC. Rossana specializes in 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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/25/2021 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
03/25/2002 - 08/20/2010
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
MO
10/01/2000 - 10/26/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/17/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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