Margaret Roset

FAQ About Margaret Roset

• What is Margaret Roset's address?

  Margaret Roset is located at
  100 North Tampa Street, Tampa, United States

• What is Margaret Roset's job title?

  Margaret Roset is a
  Margaret Roset is a CERTIFIED FINANCIAL PLANNER with Raymond James Financial Services in Tampa, Florida. She is a highly qualified investment professional with over 25 years of experience in the financial services industry. Margaret earned her bachelors degree in accounting from the University of South Carolina and her graduate degree in accounting from the University of South Florida. She spent eight years in public accounting before transitioning to the securities industry. As a CERTIFIED FINANCIAL PLANNER professional, Margaret works with clients to develop specific investment strategies, customized for their short, intermediate and long term financial goals. Working in conjunction with the reputable Raymond James research department, she can identify effective asset allocations*, diversification strategies* and specific investments for individuals and commercial clients. *Diversification and asset allocation do not assure profit or protect against loss. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Specialties: With a background in accounting and taxes, Margaret focuses on Financial, Estate and Retirement Planning. This emphasis gives her an edge when assisting individuals or small businesses with their planning and investment strategies. RJFS does not provide tax and accounting services. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Raymond James

• What industry does Margaret Roset currently work in?

  Margaret Roset currently works in the
  Raymond James

• What is Margaret Roset's area of expertise?

  Margaret Roset specializes in
  Margaret Roset is a CERTIFIED FINANCIAL PLANNER with Raymond James Financial Services in Tampa, Florida. She is a highly qualified investment professional with over 25 years of experience in the financial services industry. Margaret earned her bachelors degree in accounting from the University of South Carolina and her graduate degree in accounting from the University of South Florida. She spent eight years in public accounting before transitioning to the securities industry. As a CERTIFIED FINANCIAL PLANNER professional, Margaret works with clients to develop specific investment strategies, customized for their short, intermediate and long term financial goals. Working in conjunction with the reputable Raymond James research department, she can identify effective asset allocations*, diversification strategies* and specific investments for individuals and commercial clients. *Diversification and asset allocation do not assure profit or protect against loss. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Specialties: With a background in accounting and taxes, Margaret focuses on Financial, Estate and Retirement Planning. This emphasis gives her an edge when assisting individuals or small businesses with their planning and investment strategies. RJFS does not provide tax and accounting services. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

• Which languages does Margaret Roset speak? 

  Margaret Roset speaks the following languages:
  No languages available.

• Which industries has Margaret Roset previously worked in?   

  Margaret Roset has prior experience in the following industries:
  Kpmg

• What is Margaret Roset’s work experience?  

  Margaret Roset has the following professional experience:
  Raymond James , Kpmg .

• How can I find Margaret Roset on LinkedIn?  

  You can view Margaret Roset’s
  LinkedIn profile at LinkedIn URL.

• What are Margaret Roset’s work email addresses?  

  Margaret Roset’s work email addresses are
  [email protected] .

• What company does Margaret Roset work for?  

  Margaret Roset works at
  Raymond James