Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Rosenberg is a financial advisor at Cadaret, Grant & CO., Inc. with over 40 years of experience in the financial services industry. Lee has a wide range of expertise, including financial planning, investment management, and insurance sales. Lee is also a Certified Financial Planner and is registered to offer investment advisory services in multiple states. Lee is committed to providing personalized financial advice to help clients achieve their financial goals. Lee works out of the Jericho, New York and Boca Raton, Florida offices.
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.
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.
1
2
NY
01/15/2020 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NA
02/01/1988 - 02/23/1988
CADARET, GRANT & CO., INC.
NA
07/22/1982 - 02/10/1988
NATHAN & LEWIS SECURITIES, INC.
NA
07/13/1982 - 12/20/1984
HOME LIFE EQUITY SALES CORP.
NA
12/11/1981 - 12/20/1984
HOME LIFE INSURANCE COMPANY
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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