Unclaimed
Cameron Rosenow is an investment advisor representative at Northrock Partners, LLC, with over 12 years of experience in the financial services industry. Cameron's primary office is located in Raleigh, North Carolina. Prior to joining Northrock Partners, Cameron was affiliated with firms such as Morgan Keegan & Company, Inc., and Morgan Stanley. Cameron holds the Series 66, SIE, and Series 7 licenses. Cameron has a specialization in providing services to individuals, high-net-worth individuals, corporations and other businesses, and charitable organizations.
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.
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.
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
NC
08/04/2023 - Present
Northrock Partners, LLC (Raleigh NC)
NC
12/09/2011 - 08/17/2016
MORGAN STANLEY (RALEIGH NC)
NC
07/15/2009 - 12/13/2011
MORGAN KEEGAN & COMPANY, INC. (RALEIGH NC)
BOTH
Issued 08/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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