Christin Rose (CRD# 4651962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Bend, IN and has over 20 years of experience in the finance industry. Christin Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | South Bend, IN | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| The Healy Group | South Bend, IN | Mar 2017 - Current | 7 |
| Securian Financial Services Inc. | St Paul, MN | Mar 2017 - Aug 2023 | 6 |
| Minnesota Life Insurance Co | St Paul, MN | Mar 2017 - Aug 2023 | 6 |
| The Healy Group | South Bend, IN | Feb 2007 - Mar 2017 | 10 |
| Securian Financial Services Inc. | St. Paul, MN | Feb 2007 - Mar 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- IN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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