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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Rosman is a financial advisor with Bleakley Financial Group, LLC. Lyle is a registered investment advisor representative with more than 20 years of experience in the industry, having held positions with both Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Lyle is registered in several states and holds both Series 7 and 63 licenses, as well as the SIE and Series 65 exams. Lyle specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, charitable organizations, and pooled investment vehicles. Lyle is committed to providing his clients with personalized advice and service, and his goal is to help 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.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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2
NY
07/25/2022 - Present
Bleakley Financial Group, LLC (Merrick NY)
NY
07/01/2003 - 07/14/2022
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
05/15/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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