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Joseph Rosario

Vice President, Financial Consultant at Fidelity Investments

Joseph Rosario is a Vice President and Financial Consultant at Fidelity Investments, based in the Greater Chicago Area. He has a diverse background in financial services, having previously held positions at several notable firms, including Mass Mutual Life Insurance Company, Prudential Insurance, and AIG Financial Network. His expertise encompasses financial planning, portfolio management for both individuals and institutional clients, and educational seminars.12

Rosario is registered to provide financial advisory services in Illinois and Texas and has successfully passed the Series 66 regulatory exam. He is affiliated with Fidelity Personal And Workplace Advisors, which manages substantial assets and serves a variety of clients, including high-net-worth individuals and charitable organizations.14

In addition to his professional role, Rosario is recognized on LinkedIn as a Certified Financial Planner (CFP®) and actively shares updates about his work and achievements in the field.3

Highlights

Joseph Rosario - Fidelity Personal And Workplace Advisors | IL
Jan 22 · iza.co
Joseph Rosario - Financial Consultant at Fidelity Investments - Wiza

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Joseph Rosario
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Location

Elmhurst, Illinois, United States