Rosemarie
Ranzie
Stage Harbor Financial
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About this Advisor
Rosemarie Ranzie is a financial advisor who works in Needham Heights, Massachusetts, with 2 years of relevant experience. Ranzie is currently employed by Stage Harbor Financial. Their career trajectory has included roles at Lpl Financial LLC, The Patriot Financial Group, LLC and Stage Harbor Financial. Ranzie holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Stage Harbor Financial is an advisory firm that has its headquarters in Needham Heights, MA. It handles $775 million in assets under management across its 1,141 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,141 client accounts, 63% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which service is offered. Fees billed by Stage Harbor Financial can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stage Harbor Financial Brokerage Details
$775,229,135
7
1,141
$679,430
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
Rosemarie Ranzie Work History
Rosemarie has been registered as a financial advisor for 2 years.*
Stage Harbor Financial
Lpl Financial LLC
The Patriot Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rosemarie Ranzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stage Harbor Financial
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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