Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Adam Rosenberg is a financial advisor with Blackrock Investments, LLC. He has over 20 years of experience in the industry and is registered to provide investment advice in all 50 states and Puerto Rico. Jeffrey is also a Series 7, 24, 63, 87, and SIE licensed professional, and holds a Series 63 license. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and Credit Suisse First Boston Corporation.
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.
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.
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2
NY
02/10/2012 - Present
Blackrock Investments, LLC (NEW YORK NY)
NY
11/01/2010 - 11/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2002 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/02/1999 - 06/24/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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