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RM

Rosemarie Maljanian

WAVEEDGE PARTNERS LLC
Woodside, CA 94062
Some features on this profile are disabled
CRD#: 7860390
RM

Professional summary

Rosemarie Maljanian, who also goes by Rose Maljanian, is a registered financial professional currently at WAVEEDGE PARTNERS LLC located in Woodside, California.

Rosemarie is registered as a RR (Registered Representative) and started their career in finance in 2024. Rosemarie has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rose Maljanian

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 Rosemarie Maljanian's 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

April 8, 2024 - Present

WAVEEDGE PARTNERS LLC

Office #1: 5 Ranch Road, Woodside, CA 94062
BD
CRD#: 126182
Woodside, CA

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
California
(5/2/2024)
RR
Connecticut
(8/5/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/1/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/6/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WP
WAVEEDGE PARTNERS LLC
3C-WC PARTNERS | WCP SECURITIES LLC | WAVEEDGE PARTNERS LLC | SKYLINE CAPITAL SECURITIES LLC | MAVERICKS CAPITAL SECURITIES | 3C-WC PARTNERS, LLC

CRD#: 126182 / SEC#: , 8-65863

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

Main Address
5 Ranch Road, Woodside, CA 94062
Mailing Address
5 Ranch Road, Woodside, CA 94062
Phone number
(650) 346-7157
Established
Delaware since 02/27/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
KARAN, JEFFREY SCOTTCEO/CCO
SELIG, JOHN J.M.PRESIDENT/CFO6101436
LANG, LAURAFINOP2249418

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

WAVEEDGE PARTNERS LLC

CRD#: 126182Woodside, CA 94062

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