Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rosen is a financial advisor with MML Investors Services, LLC, licensed in New York and Texas. Jonathan holds Series 7 and Series 66 securities licenses, and the SIE. He is also a Certified Financial Planner. Jonathan has over 8 years of experience in the financial services industry and has previously worked at LPL Financial LLC. Jonathan is a Managing Partner, CPA at SKG Tax LLC, a certified public accounting firm based in Stamford, Connecticut. Jonathan specializes in providing financial planning and investment management services to individuals, corporations, businesses, pension and profit-sharing plans, trusts and foundations, insurance companies and charitable organizations.
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
NY
04/11/2018 - Present
MML Investors Services, LLC (ELMSFORD NY)
NJ
07/11/2014 - 10/10/2016
LPL FINANCIAL LLC (WOODCLIFF LAKE NJ)
BOTH
Issued 08/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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