Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha Renee Rosenthal is a financial advisor with Beacon Pointe Advisors, LLC, where she has been employed since October 2021. Alisha has been in the financial industry since September 2009, working previously with LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, and SECURITIES AMERICA, INC. Alisha Rosenthal is a Certified Financial Planner™ professional and holds the Series 66, Series 7, and SIE licenses. Alisha primarily works with high-net-worth individuals, corporations, and other businesses, offering financial planning, consulting services, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
TX
10/18/2021 - Present
Beacon Pointe Advisors, LLC (Fort Worth TX)
TX
11/29/2017 - 10/07/2021
LPL FINANCIAL LLC (FORT WORTH TX)
TX
05/21/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
12/10/2007 - 07/13/2010
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
11/13/2007 - 12/04/2007
SECURITIES AMERICA, INC. (FT WORTH TX)
BOTH
Issued 06/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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