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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Rosenberg is a financial advisor registered with the state of Maryland and associated with Global Retirement Partners LLC. Allison has been in the industry since 2006. Allison is also registered with the state of Maryland and has passed Series 6, 7, 63, 66, and SIE exams. Allison works with high-net-worth individuals, corporations or other businesses, and charitable organizations. Allison specializes in retirement planning, and portfolio management for both businesses and individuals.
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.
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.
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CA
10/31/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MD
01/17/2019 - 11/01/2023
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
MA
01/02/2013 - 01/02/2019
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
01/01/2009 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SOMERVILLE MA)
NY
05/01/2006 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (LONG BEACH NY)
BOTH
Issued 05/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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