Unclaimed
Kenneth Rosenblum is a financial advisor who has been in the industry since July 1990. Kenneth is registered with LPL Financial LLC and holds the Series 6, Series 63, and SIE licenses. Kenneth has worked for several firms during his career including Sagepoint Financial, Inc., Cadaret, Grant & Co., Inc., and Metlife Securities Inc. Kenneth is currently registered with LPL Financial LLC in West Berlin, NJ.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/13/2020 - Present
LPL Financial LLC (WEST BERLIN NJ)
NJ
01/15/2016 - 01/10/2020
SAGEPOINT FINANCIAL, INC. (CHERRY HILL NJ)
NJ
05/20/1999 - 02/05/2016
CADARET, GRANT & CO., INC. (CHERRY HILL NJ)
MA
01/01/1999 - 06/02/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1999 - 06/02/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
11/06/1997 - 11/20/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
AZ
07/26/1996 - 11/19/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
07/09/1990 - 07/31/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/09/1990 - 07/31/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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