Rosemary MyersCRD Number: 5045010
Current Firm: Csenge Advisory Group, LLC
Rosemary Myers (CRD# 5045010) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Chattanooga, TN and has over 10 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Sagepoint Financial, Inc.
Cetera Advisors LLC
|Lion Street Financial||Chattanooga, TN||Jun 2021 - Current||< 1|
|Csenge Adviosry Group||Clearwater, FL||Jun 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pepper Pike, OH||Sep 2010 - May 2021||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management1,612MILLIONS
Total Number of Accounts7,897ACCOUNTS
Average Account Value$204,070
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
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