Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn L. Rosenheim has been in the financial services industry since 1978 and is currently registered with MML Investors Services, LLC. John has a wide range of experience in the industry, with prior affiliations with G. R. Phelps & Co., Inc., NEL Equity Services Corporation, and J & H Equity Corporation. John holds a variety of licenses and certifications, including the Series 63, Series 22TO, Series 6TO, SIE, Series 7, and Series 1. John also holds the Chartered Financial Consultant designation. John specializes in providing financial planning, asset allocation programs, educational seminars, and portfolio management services to individuals and businesses. John also provides pension consulting and selects other advisors for clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/04/2010 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
NA
08/31/1978 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
02/28/1980 - 05/07/1982
NEL EQUITY SERVICES CORPORATION
NA
02/03/1978 - 01/09/1979
J & H EQUITY CORPORATION
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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