Brian Rosewell (CRD# 7621300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, WV and has 1 year of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Charleston, WV | Aug 2022 - Current | 1 |
| Unemployed | Charleston, WV | Dec 2021 - Aug 2022 | < 1 |
| Ups | South Charleston, WV | Nov 2018 - Dec 2021 | 3 |
| Unemployed | Charleston, WV | Mar 2020 - Nov 2020 | < 1 |
| Uber | Charleston, WV | Mar 2019 - Mar 2020 | 1 |
| Unemployed | Charleston, WV | Aug 2017 - Nov 2018 | 1 |
| Gabes | Charleston, WV | Aug 2009 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- WV
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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