Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Rosen is an investment advisor representative with Corient. Abigail Rosen is a registered investment advisor in New Jersey and New York and has been working in the industry since 2007. Abigail Rosen holds the Series 7 license and is a Certified Financial Planner. Prior to joining Corient, Abigail Rosen was employed at Mariner Wealth Advisors-Madison, LLC, RegentAtlantic, and CIPW Service Company, LLC. Abigail Rosen's clients include high net worth individuals, individuals other than high net worth, corporations or other businesses, trusts and pplis, insurance companies, charitable organizations, pension and profit sharing plans, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NJ
11/21/2023 - Present
Corient (MORRISTOWN NJ)
NY
02/01/2007 - 07/17/2007
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Abigail Rosen is the right advisor for you? Invested Better is here to help.
