Rosemary Guilfoyle

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 06/2021
  Nylife Securities Llc
  Miami, FL
• 03/2014 → 06/2021
  New York Life Insurance Inc
  Miami, FL
• 06/2021 → 10/2022
  Prudential Insurance Company Of America
  Boca Raton, FL
• 06/2021 → 10/2022
  Pruco Securities, Llc.
  Boca Raton, FL
• 11/2022 → 02/2024
  Evershore Financial Group
  Boca Raton, FL
• 11/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 11/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 06/2023 → 02/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 02/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Raymond James Financial Services, Inc.
  Coral Gables, FL
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Coral Gables, FL

Previous Registrations

• 2023-06-26 → 2024-02-14
  Cetera Investment Advisers Llc
  Boca Raton, FL
• 2023-01-12 → 2023-08-10
  Securian Financial Services, Inc.
  Boca Raton, FL
  St. Paul, MN

Other Businesses

(1)Name of Business: Private Wealth Management of Coral Gables Address: 141 Miracle Mile, Coral Gables, FL, 33134-5405, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: RG Insurance Services Inc. Address: 11342 NW 10 Manor , Coral Springs, FL, 33071, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 09/27/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Company receives payment for medicare sales commissions.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-03

Other Names

• Rosemary Cabrera
• Rosemary Alvarenga-Freire