Sergio Rosa Email & Phone Number
Financial Advisor @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Sergio Rosa Location
- New York, NY, US
Sergio Rosa Work
- 2022 -now Financial Advisor @
- 2016 -2023 Financial Advisor @ Morgan Stanley
Sergio Rosa Education
- Queens College
Bachelor's Degree
Sergio Rosa Skills
- Leadership
- Financial Reporting
- Project Management
- Strategic Planning
- Wealth Management
- Investment Strategies
- Private Banking
Sergio Rosa Summary
- Sergio Rosa, based in New York, NY, US, is currently a Financial Advisor at LPL Financial. Sergio Rosa brings experience from previous roles at Morgan Stanley. Sergio Rosa holds a Bachelor's Degree @ Queens College. With a robust skill set that includes Leadership, Financial Reporting, Project Management, Strategic Planning, Wealth Management and more. Sergio Rosa has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Sergio Rosa?
Find contact details for 700 million professionals.
Others Named Sergio Rosa
Sergio Rosa
President
Toronto, ON, CA
Sergio A Rosa
Senior Financial Analyst
Beacon Falls, CT, US
Sérgio Rosa
Sr. Business Development Engineer
State of São Paulo, Brazil
Sergio Rosa
CEO
Colombo, PR, BR
Sergio Rosa
Sales manager Brazil-Mexico
Hortolândia, SP, BR
Sérgio Rosa
CEO
Sao Jose do Rio Preto, SP, BR
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Bradford Smith
President, Financial Advisor
Talbott, TN, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Anh Sisouvanh
Vice President, Ops conversions and integrations
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
James Sands Jr
President
Fort Myers, FL, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Emily Field
Chief People Officer
San Diego, CA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co