Tatiana Rosario

Retail Investor Specialist at TD Ameritrade

📍 United States🔄 Updated September 2026💼 1 investments📅 5 years investing🗓 Last invested Apr 2021
VC🌍 United States
1
Total investments
0
Early stage
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Mid stage
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5y
Years active

Portfolio

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Retail Investor Specialist
Apr 2021
At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.
Experience · 2 entries
All (2)
Investments (1)
2021
Retail Investor Specialist
Apr 2021
At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.
2020
Sales Specialist
Oct 2020
Helping you grow your business and navigate the business loan process. Lending Solutions for Every Business Need. The Peach Capital team has expertise for each type of business lending program, including SBA 7(a), SBA 504, USDA, and customized industry loans. Our business loan solutions can offer your business: Long repayment terms of up 25 years. Change Starts Here. A successful transition requires thoughtful planning, clear financial guidance, and a deep understanding of the value transfer. Our high-performing SBA loan programs help provide a smooth and simple business transition, with one less thing to worry about. Loan Strategy Small businesses often change hands within a family or new partnership and this. Commercial Real Estate / Construction Build Your Success. Whether you’re constructing a new location or remodeling an existing one, SBA funding can help you build a better business. Our loan specialists are experts in developing smart SBA loan programs so you can get started. Loan Strategy Your SBA construction loan should get you exactly what you need to reach your goals. Working Capital Loans Expand Your Business. Thinking about buying a business or expanding on your successes? An SBA loan can help you grow your empire. We’ll provide smart strategic guidance and straightforward financing so you can focus on your passions and grow your business. Loan Strategy Expand Is it time to grow your footprint or facility? Whether you Refinance Reduce Your Debt. If you’re thinking about refinancing, let us give your loan the proper evaluation and plan it needs to move forward. Our strategic SBA loan advisors can help you reduce your debt burden by getting better terms on what you owe. Loan Strategy Our review process will get you the answer you need What is Equipment Financing? Equipment financing is a loan that helps you purchase new business equipment right away by using that equipment as collateral.