Madalys RosarioCRD Number: 5517108
Current Firm: Lincoln Financial Advisors Corporation
Madalys Rosario (CRD# 5517108) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Park, FL and has over 8 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Lincoln Financial Advisors||Orange Park, FL||Nov 2012 - Current||3|
|Unemployed||Orange Park, FL||Feb 2012 - Nov 2012||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2011 - Jan 2012||< 1|
|Usaa Financial Planning Services||Tampa, FL||Aug 2010 - Aug 2011||1|
|Usaa Financial Advisors, Inc.||Tampa, FL||Aug 2010 - Aug 2011||1|
|Tiaa Cref||Charlotte, NC||Mar 2010 - Aug 2010||< 1|
|Full Time Student||Matthews, NC||Aug 2007 - Aug 2010||3|
|The Vanguard Group, Inc.||Charlotte, NC||Apr 2008 - Apr 2009||1|
|Homemaker||Charlotte, NC||May 2007 - Mar 2008||< 1|
|Revgros||Trenton, NJ||Oct 2000 - Apr 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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
- 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, 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
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