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Lilian Rosario

Valley National Advisers Inc

Bethlehem, PA

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Current Employers
Valley National Advisers Inc

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-04
  • PA RA
    APPROVED
    Since 2026-05-04

Branch Locations

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kuehne-Nagel Alburtis PA 07/2021 07/2024
Geodis Bethlehem PA 04/2021 07/2021
Unemployed Emmaus PA 04/2020 04/2021
Wakefern Foods Breinigsville PA 12/2019 04/2020
The Center For Animal Health And Welfare Easton PA 06/2016 08/2017
Dublin Vet Hospital Perkasie PA 04/2017 08/2019
Valley National Financial Advisers Bethlehem PA 08/2024 Present
Unemployed Emmaus PA 08/2019 12/2019
  • 07/2021 → 07/2024
    Kuehne-Nagel
    Alburtis, PA
  • 04/2021 → 07/2021
    Geodis
    Bethlehem, PA
  • 04/2020 → 04/2021
    Unemployed
    Emmaus, PA
  • 12/2019 → 04/2020
    Wakefern Foods
    Breinigsville, PA
  • 06/2016 → 08/2017
    The Center For Animal Health And Welfare
    Easton, PA
  • 04/2017 → 08/2019
    Dublin Vet Hospital
    Perkasie, PA
  • 08/2024 → Present
    Valley National Financial Advisers
    Bethlehem, PA
  • 08/2019 → 12/2019
    Unemployed
    Emmaus, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-02
  • S66 Uniform Combined State Law Examination
    2026-05-02

View on SEC IAPD

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SEIA

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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