Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Rosenberg is a financial advisor with Stoever Glass Wealth Management, Inc. based in Boca Raton, Florida. Gary has been a financial advisor since 1993 and has experience in various financial services companies. Gary's firm provides financial planning and portfolio management services for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/01/2019 - Present
Stoever Glass Wealth Management, Inc. (boca raton FL)
FL
11/29/2012 - 03/27/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOCA RATON FL)
FL
10/09/2009 - 12/07/2012
RBC CAPITAL MARKETS, LLC (WEST PALM BEACH FL)
FL
07/22/2005 - 10/09/2009
J. B. HANAUER & CO. (WEST PALM BEACH FL)
FL
02/05/2002 - 08/10/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
11/24/1993 - 03/04/2002
J. B. HANAUER & CO. (PARSIPPANY NJ)
NA
03/10/1993 - 11/19/1993
REICH & CO., INC.
NY
02/10/1993 - 02/23/1993
A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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