Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Jacob Rosen is an Investment Advisor Representative with Ironview Capital Management, LLC. Bradley is a Series 6 and Series 26 licensed financial professional. Bradley holds an active license with Pennsylvania and Georgia. In addition to investment advising, Bradley also works as a licensed insurance agent for Rosen Financial, Inc dba Longevity Financial.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Corporate consulting
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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2
PA
05/18/2017 - Present
Ironview Capital Management, LLC (CONSHOHOCKEN PA)
FL
03/11/2016 - 07/01/2016
FOREST SECURITIES,INC. (Maimi beach FL)
FL
01/05/2012 - 03/11/2016
NATIONAL PLANNING CORPORATION (MIAMI BEACH FL)
FL
10/21/2009 - 01/10/2012
QUESTAR CAPITAL CORPORATION (MIAMI BEACH FL)
FL
10/14/2008 - 10/30/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MIAMI BEACH FL)
TX
08/01/2008 - 09/03/2008
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
03/02/2005 - 08/05/2008
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
TX
03/13/2000 - 03/04/2005
IMS SECURITIES, INC. (HOUSTON TX)
NE
03/15/1999 - 03/16/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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