Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kaifel Rosenberg is an investment advisor representative with Nadler Financial Group, Inc. David has been in the industry since December 2012 and is registered with the state of Illinois and California. David holds the Series 7 and Series 66 licenses. David has experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. David specializes in providing financial planning and investment management services.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting - enrollment and education support.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/02/2013 - Present
Nadler Financial Group, Inc. (DEERFIELD IL)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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