Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Rosenberg is a financial advisor with over 20 years of experience in the industry. Jacob currently works with Joseph Gunnar & Co. LLC, where he has been registered since February 2024. Jacob has been licensed in Massachusetts and New York. Prior to joining Joseph Gunnar & Co. LLC, Jacob worked at AEGIS CAPITAL CORP., Global Arena Capital Corp, and other firms. Jacob is a registered representative of Joseph Gunnar & Co. LLC and holds Series 7, Series 24, SIE, and Series 99TO licenses.
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.
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.
Share in fees paid to tpmms
1
2
NY
02/26/2024 - Present
Joseph Gunnar & Co. LLC (NEW YORK NY)
NY
08/16/2016 - 03/21/2024
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
01/07/2015 - 11/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (Melville NY)
NY
06/18/2014 - 09/15/2014
GLOBAL ARENA CAPITAL CORP (MELVILLE NY)
NY
10/12/2011 - 06/19/2014
BROOKVILLE CAPITAL PARTNERS (UNIONDALE NY)
NY
08/24/2011 - 10/19/2011
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
09/24/2008 - 09/18/2009
METLIFE SECURITIES INC. (ROSLYN NY)
NY
08/27/2007 - 09/29/2008
CHASE INVESTMENT SERVICES CORP. (FREEPORT NY)
NY
01/04/2006 - 05/14/2007
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
08/27/2003 - 12/31/2005
GUNNALLEN FINANCIAL, INC (STATEN ISLAND NY)
OK
06/24/2002 - 09/12/2003
BENCHMARK SECURITIES GROUP, INC. (OKLAHOMA CITY OK)
CA
06/27/2001 - 06/25/2002
MARQUIS FINANCIAL SERVICES, INC. (TARZANA CA)
NY
07/13/1999 - 05/18/2001
BENSON YORK GROUP, INC. (MELVILLE NY)
NY
08/18/1997 - 08/25/1999
JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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