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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Rosen is a financial advisor with over 30 years of experience in the industry. Jeffry is currently registered with Osaic Wealth, Inc. and has previously held positions at Park Avenue Securities LLC, Royal Alliance Associates, Inc. and Berkshire Equity Sales, Inc. Jeffry holds the Series 7, Series 63, Series 65 and SIE licenses. He is also a Chartered Financial Consultant and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to both individuals and businesses.
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.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (LAKE SUCCESS NY)
NY
06/04/2001 - 10/02/2013
PARK AVENUE SECURITIES LLC (LAKE SUCCESS NY)
AZ
11/20/1996 - 05/22/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
10/22/1985 - 11/27/1996
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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