Rose Alama, financial advisor Honolulu HI

Rose Alama

CRD Number: 6562245
Current Firm: Equitable Advisors, LLC

Rose Alama (CRD# 6562245) is an Investment Advisor Representative working at Equitable Advisors, LLC in Honolulu, HI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Oct 2017 - Current 4
Kathy Muller Modeling Honolulu, HI May 2012 - Current 9
Axa Advisors LLC New York, NY Oct 2017 - Jun 2020 2
The Saddle Room Waimea, Kauai, HI Apr 2017 - Mar 2019 1
David O'connor Honolulu, HI Jun 2015 - Nov 2017 2
Sultan Ventures Honolulu, HI Jan 2016 - Feb 2017 1
University Of Hawaii Manoa Honolulu, HI Aug 2013 - May 2016 2
Unemployed Honolulu, HI Jun 2013 - Aug 2013 < 1
Cal State Northridge Northridge, CA Aug 2012 - May 2013 < 1
Marsha Nadalin Salon Honolulu, HI Oct 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Rose P. Alama
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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