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Rosalie Jean Canfield

SYMPHONY FINANCIAL SERVICES, INC.·AKRON, Ohio
Unclaimed Profile
529 N. CLEVELAND MASSILLON RD., AKRON, OH 44333CRD# 1388205Firm CRD# 125058
01

About

Rosalie Jean Canfield is a registered financial advisor based in AKRON, Ohio, affiliated with SYMPHONY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYMPHONY FINANCIAL SERVICES, INC.
SYMPHONY FINANCIAL SERVICES, INC.
AUM
$344M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SYMPHONY FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1388205
Firm CRD# 125058
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rosalie Jean Canfield offer?
Rosalie Jean Canfield specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.
What are Rosalie Jean Canfield's credentials?
Rosalie Jean Canfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosalie Jean Canfield located?
Rosalie Jean Canfield is based in AKRON, Ohio, working with SYMPHONY FINANCIAL SERVICES, INC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Rosalie Jean Canfield charge for services?
Rosalie Jean Canfield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMPHONY FINANCIAL SERVICES, INC.?
SYMPHONY FINANCIAL SERVICES, INC. has approximately 11 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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