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RA

Rose E. Anderson

ETC BROKERAGE SERVICES
Greenwood Village, CO 80111
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CRD#: 6635361
RA

Professional summary


Rose Elise Anderson, who also goes by Rose Elise Circo, is a registered financial professional currently at ETC BROKERAGE SERVICES, LLC located in Greenwood Village, Colorado.

Rose is registered as a RR (Registered Representative) and started their career in finance in 2021. Rose has worked at 3 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rose Elise Circo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Rose Elise Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 25, 2024 - Present

ETC BROKERAGE SERVICES, LLC

Office #1: 6000 Greenwood Plaza Blvd. Suite 100, Greenwood Village, CO 80111
BD
CRD#: 145276
Greenwood Village, CO
Past

January 10, 2023 - October 3, 2023

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
CHICAGO, IL
Past

September 2, 2021 - October 3, 2023

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(10/25/2024)
RR
Texas
(10/25/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/25/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EB
ETC BROKERAGE SERVICES, LLC
COLLECTIVE FINANCIAL SERVICES, LLC | ETC BROKERAGE SERVICES, LLC

CRD#: 145276 / SEC#: , 8-67719

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5430 Lbj Freeway Suite 320, Dallas, TX 75240
Mailing Address
1 Equity Way, Westlake, OH 44145
Phone number
(877) 403-0369
Established
Connecticut since 05/23/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DESICH, JEFFREY ALANVICE PRESIDENT2771522
DESICH, RICHARD ANTHONY JRVICE PRESIDENT2634014
AMACHER, CATHERINE COMBSCEO3168184
KOSINSKI, THOMAS JAMESFINOP6712417
MOORE, JONATHAN KIELPRESIDENT, COO2312492
STRICKLAND, JASON LEECHIEF COMPLIANCE OFFICER5013990
TRUKSHANIN, MIKHAILCFO, PFO7436256

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ETC BROKERAGE SERVICES, LLC

CRD#: 145276Greenwood Village, CO 80111

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