Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rosengard is a financial advisor in Moorestown, New Jersey, working at LPL Financial LLC. David is a registered representative and an investment advisor representative. David has been in the financial industry since 2010 and is active in both the broker-dealer and investment advisor capacities. David has a Series 7, SIE and Series 66 license. David previously worked at MML Investors Services, LLC and MSI Financial Services, Inc. David is affiliated with LPL Financial LLC, R4 Risk and Wealth Solutions, R4, R4 Enterprises, LLC, and Risk & Wealth Solutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/02/2020 - Present
LPL Financial LLC (MOORESTOWN NJ)
NJ
03/25/2017 - 09/03/2020
MML INVESTORS SERVICES, LLC (Moorestown NJ)
NJ
12/09/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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