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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Rosen is an investment advisor representative with Ameriprise Financial Services, LLC. Greg has been in the securities industry since February 2008 and holds a Series 6, Series 7, and Series 66 license. Greg has experience in both investment advisory and brokerage services. Previously, Greg worked at Morgan Stanley and Merrill Lynch. Greg specializes in providing investment advice to individuals and families, retirement planning, and college savings planning. Greg is also registered to provide investment advisory services in Delaware, New Jersey, and Texas.
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 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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/04/2019 - Present
Ameriprise Financial Services, LLC (Marlton NJ)
NJ
11/08/2011 - 05/14/2019
MORGAN STANLEY (WARREN NJ)
NJ
03/19/2008 - 11/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
11/07/2007 - 12/17/2007
ING FINANCIAL PARTNERS, INC. (BRIDGEWATER NJ)
BOTH
Issued 06/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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