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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Jeremy Rosenthal is an investment advisor representative (IAR) registered with the state of California. Eli Rosenthal's firm, Eli Jeremy Rosenthal, is a registered investment advisor (RIA) that provides financial planning, educational seminars and portfolio management for individuals. The firm has been operating for over a year. Eli Rosenthal has over 10 years of experience in the financial industry, including experience with financial services firms, software development companies, and educational institutions. Eli Rosenthal has a Series 65 license.
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.
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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CA
01/01/2025 - Present
ELI Jeremy Rosenthal (LOS ANGELES CA)
IA
Issued 05/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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