Rosemary Robinson (CRD# 5625430) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 5295661
Creative Financial Designs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridge Wealth Management | Flint, MI | Jan 2021 - Current | 3 |
| Cfd Investments, Inc. | Kokomo, IN | May 2011 - Current | 12 |
| Creative Financial Designs | Flint, MI | May 2011 - Current | 12 |
| Gleaner Financial Corp | Flint, MI | Jul 2017 - Dec 2020 | 3 |
| Bonnie Smith & Associates | Flint, MI | Jan 2011 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- MI
-
Total Assets Under Management2,082MILLIONS
-
Total Number of Accounts12,377ACCOUNTS
-
Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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