Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irvin? Claim Your ProfileIrvin William Rosenzweig is a financial advisor at Diversified, LLC. Irvin has over 30 years of experience in the financial services industry. He is a Certified Financial Planner and a Chartered Financial Consultant. His firm Diversified, LLC manages over $1.5 billion in assets for individuals and institutions. The firm provides financial planning, portfolio management, pension consulting and selection of other advisors. Irvin also provides investment advisory services to pooled investment vehicles.
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.
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.
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.
Solicitor fees
1
2
DE
08/05/2024 - Present
Diversified, LLC (WILMINGTON DE)
PA
03/21/2003 - 09/21/2017
WFG INVESTMENTS, INC. (WAYNE PA)
NJ
10/05/2001 - 04/09/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
PA
06/01/1994 - 10/29/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
07/31/1991 - 06/06/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
08/01/1991 - 08/22/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/08/1987 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
12/02/1986 - 06/25/1987
SUN INVESTMENT SERVICES COMPANY
IA
Issued 09/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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