ChooseAFinancialAdvisor.com
Advisors / New York / Malverne
28yrs

Rosalie Victoria Maiorano

Financial advisor at Osaic Wealth

Malverne, NY 11565Top 21% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office294 Hempstead Ave, Malverne, NY 11565
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    Osaic Wealth, Inc.Current firm

Questions to ask Rosalie

Tailored to Rosalie’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Rosalie

How do I contact Rosalie?

Call Osaic Wealth at 800-821-5100 and ask for Rosalie Victoria Maiorano. Rosalie works from the Malverne, NY office.

How long has Rosalie been a financial advisor?

Rosalie has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.

What licenses does Rosalie hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Rosalie a fiduciary?

Rosalie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Rosalie paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rosalie for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.