Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rosner is a financial advisor in Carlsbad, California. Andrew has been in the industry since 2013. He is currently registered with Oneamerica Securities, Inc. and has been associated with the firm since January 2024. Andrew previously worked for Woodbury Financial Services, Inc., AXA Advisors, LLC and MML Investors Services, LLC. Andrew is licensed to sell securities in California, Florida, Nevada, South Carolina, and Washington. He is also registered as an Investment Advisor Representative (IAR) in these states. Andrew has a wide range of experience and expertise, and he offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Andrew is committed to helping clients achieve their financial goals.
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.
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CA
01/03/2024 - Present
Oneamerica Securities, Inc. (Carlsbad CA)
CA
05/29/2018 - 12/31/2023
WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
01/23/2013 - 10/06/2015
AXA ADVISORS, LLC (CARLSBAD CA)
CA
12/13/2012 - 01/16/2013
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
BC
Issued 05/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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