Rosemarie Halajian (CRD# 7086250) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 5 years of experience in the finance industry. Rosemarie Halajian has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4105009
Lowery Thomas, LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Larkspur, CA | Mar 2019 - Current | 5 |
| Kitchens And More | San Rafael, CA | Jan 2000 - Feb 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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