Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Rosenberger is a financial advisor affiliated with Founders Financial Securities LLC, a registered investment advisor. James has been in the securities industry since June 26, 2014 and has held previous roles at Morgan Stanley & Co. LLC. James is licensed to provide investment advice and securities trading services.
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.
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MD
03/16/2021 - Present
Founders Financial Securities LLC (TOWSON MD)
MD
06/27/2014 - 03/25/2021
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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