Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Michael Rosenblatt is a financial advisor with Equitable Advisors, LLC, located in Melville, New York. Brett has been in the financial services industry since 2006 and has experience with both individual and institutional clients. Brett holds the Series 7, 63, and 65 licenses and the SIE certification. Brett also holds registrations in Connecticut, New Jersey, New York and North Carolina.
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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2
NY
03/30/2021 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
04/21/2011 - 04/19/2016
CHIMERA SECURITIES, LLC (NEW YORK NY)
NY
08/24/2006 - 03/28/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
05/11/2006 - 06/28/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
NY
01/06/2004 - 02/19/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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