Rosemary RobinsonCRD Number: 5625430
Current Firm: Creative Financial Designs, Inc.
Rosemary Robinson (CRD# 5625430) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Flint, MI and has over 9 years of experience in the finance industry.
Nfp Advisor Services, LLC
Acorn Wealth Advisors, LLC
Minder Planning Group, LLC
|Cfd Investments, Inc.||Kokomo, IN||May 2011 - Current||6|
|Creative Financial Designs||Flint, MI||May 2011 - Current||6|
|Bonnie Smith & Associates||Flint, MI||Jan 2011 - Current||7|
|Unemployed||Flint, MI||Apr 2010 - Jan 2011||< 1|
|Edward Jones||St Louis, MO||Dec 2008 - Apr 2010||1|
|C&j Enterprises-mcdonalds||Grand Rapids, MI||Jun 2008 - Dec 2008||< 1|
|Pensacola Christian Academy||Pensacola, FL||Feb 2008 - May 2008||< 1|
|Pensacola Christian College||Pensacola, FL||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management918MILLIONS
Total Number of Accounts7,444ACCOUNTS
Average Account Value$123,308
- 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
- Market timing services
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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