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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Maxwell Rosenau is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Moneco Advisors, an independent investment advisor firm, and LPL Financial. John has a wide range of experience in providing financial advice to individuals, families, and businesses. John holds the Series 6, 7, 31, and 63 licenses, as well as the SIE designation. John has also earned the Certified Financial Planner designation. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory 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.
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2
CT
02/24/2016 - Present
Moneco Advisors (FAIRFIELD CT)
MA
01/06/1993 - 01/04/1994
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NJ
03/19/1991 - 01/01/1993
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
CT
04/12/1985 - 01/24/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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