Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Rosenberg is a registered representative with MML Investors Services, LLC. Edward has been in the securities industry since July 1996. Edward has a Series 6, 7, and 66 license. Edward is currently registered with the following states: Alabama, Arizona, California, Colorado, Florida, Hawaii, Minnesota, Montana, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Texas and Wyoming. Edward is also an Investment Advisor Representative (IAR) in Colorado and Texas. Edward's primary focus is on financial planning, pension consulting, educational seminars, asset allocation programs and selection of other advisers.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CO
07/06/2020 - Present
MML Investors Services, LLC (DENVER CO)
CO
07/30/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
07/30/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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