Unclaimed
Jennifer Rosenwald is a registered representative with Fifth Third Securities, Inc., a firm with over 785 licensed agents, 886 investment advisor representatives, and 1228 registered representatives. Jennifer's areas of expertise include financial planning and portfolio management for both businesses and individuals. Jennifer has been in the industry since 2007 and has a wealth of experience working with clients of all types. Jennifer is registered with the Securities and Exchange Commission (SEC) and is also registered in all 50 states.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/14/2011 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
03/19/2007 - 12/15/2010
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Rosenwald is the right advisor for you? Invested Better is here to help.