Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rosman is a financial advisor at Bleakley Financial Group, LLC. Andrew has over 15 years of experience in the financial services industry. Andrew holds the Series 66, 10 and 9 securities licenses as well as the Series 7 and SIE licenses. Andrew also holds the Certified Financial Planner designation. Andrew provides financial planning and investment advisory services to individuals, families, businesses, and retirement plans. Andrew is registered with the following states: Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania and Texas.
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.
Non-investment consulting/implementation 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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NY
07/25/2022 - Present
Bleakley Financial Group, LLC (Merrick NY)
NY
07/08/2022 - 02/01/2024
LPL FINANCIAL LLC (MERRICK NY)
NY
09/20/2007 - 07/14/2022
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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