Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annah? Claim Your ProfileAnnah Kim-rosen is a financial advisor at Bessemer Investor Services, Inc. Annah has been in the financial services industry since 2007. Annah is registered with FINRA and holds the Series 7, Series 24, and SIE licenses. Annah has prior experience at several other firms, including Rockefeller Financial LLC, Axiom Capital Management, Inc., Park Hill Group LLC, PJT Partners LP, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TradingLab, Inc.. Annah is currently licensed in Florida.
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.
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.
1
2
FL
01/25/2021 - Present
Bessemer Investor Services, Inc. (WEST PALM BEACH FL)
NY
10/10/2018 - 01/04/2021
ROCKEFELLER FINANCIAL LLC (New York NY)
NY
05/23/2018 - 11/26/2018
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NY
10/01/2015 - 01/09/2017
PARK HILL GROUP LLC (NEW YORK NY)
NY
05/14/2015 - 01/09/2017
PJT PARTNERS LP (NEW YORK NY)
NY
04/03/2006 - 05/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/25/2002 - 06/11/2004
TRADINGLAB, INC. (NEW YORK NY)
MA
04/16/2002 - 07/02/2002
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 06/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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