Joseph Paul Rosario

Current Employers

Employment History

• 05/2016 → 12/2016
  Guardian Life Ins
  Boca Raton, FL
• 07/2016 → 12/2016
  Park Avenue Securities
  Boca Raton, FL
• 12/2016 → 06/2017
  Mass Mutual Life Insurance Company
  Chicago, IL
• 01/2017 → 06/2017
  Mml Investors Services
  Chicago, IL
• 07/2017 → 07/2019
  Allstate
  Northbrook, IL
• 07/2019 → 12/2025
  Fidelity Brokerage Services
  Highland Park, IL
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 11/2025 → Present
  Shoreline Financial Partners
  Elmhurst, IL
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Rosario Private Wealth, Llc
  Elmhurst, IL

Previous Registrations

• 2025-03-31 → 2025-12-18
  Strategic Advisers Llc
  Highland Park, IL
  Elmhurst, IL
  Boston, MA
• 2019-08-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Highland Park, IL
• 2018-02-14 → 2019-07-08
  Allstate Financial Advisors, Llc
  Northbrook, IL
• 2017-03-30 → 2017-06-15
  Mml Investors Services, Llc
  Chicago, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SHORELINE FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: ROSARIO PRIVATE WEALTH, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/15/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2017-03-18

Designations