Roseann
Monteleone
Spc
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About this Advisor
Roseann Monteleone is a financial advisor based in Palm Harbor, Florida, working with Spc. Roseann has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Immaculata University, Lincoln University, Macys, Educational Testing Service, Bank Of America, N.A, Ifp Securities, LLC, Independent Financial Partners, Sigma Financial Corporation, and Spc. Roseann has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Florida, Georgia, North Carolina, and Pennsylvania. Currently, Roseann is part of Spc, which operates out of Palm Harbor, Florida. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Roseann Monteleone Work History
Sigma Financial Corporation
Spc
Ifp Securities, LLC
Independent Financial Partners
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Educational Testing Service
Lincoln University
Macys
Immaculata University
Disclosures
Please visit the SEC profile of Roseann Monteleone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
