Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Scott Rosen is an Investment Advisor Representative with Diversified, LLC, in Wilmington, Delaware. Andrew has been a registered representative since 2003 and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Andrew has held previous roles with PURSHE KAPLAN STERLING INVESTMENTS, Securities Service Network, LLC, and Signator Investors, Inc.. Andrew earned the Certified Financial Planner designation. He is registered in Delaware, 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.
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.
Solicitor fees
1
2
DE
07/16/2013 - Present
Diversified, LLC (WILMINGTON DE)
DE
07/16/2020 - 10/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Wilmington DE)
DE
02/11/2013 - 07/16/2020
SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)
DE
04/21/2010 - 02/08/2013
SIGNATOR INVESTORS, INC. (WILMINGTON DE)
PA
09/22/2005 - 03/25/2010
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
FL
10/30/2003 - 10/03/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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