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Rosemary T

Series 66, Series 63

Pittsburgh, PA

Ausdal Financial Partners, Inc.

Rosemary Tomassi is a financial advisor with Ausdal Financial Partners, Inc. and holds Series 66 and Series 63 licenses. She has 28 years of industry experience, including prior roles at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of her advisory work, she is involved with T/V Brokerage, Inc., where she handles sales, service, and processing of group benefits and insurance needs as well as bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients across a large network of advisors. The firm offers a wide range of managed account solutions and financial planning services, with investment strategies tailored to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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