Unclaimed
Marsha Rosenberg is a financial advisor with over 25 years of experience in the financial services industry. Marsha is a registered representative and investment advisor representative, and has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Currently, Marsha is affiliated with Founders Financial Securities LLC in Towson, MD.
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.
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
MD
01/02/2021 - Present
Founders Financial Securities LLC (TOWSON MD)
MD
04/21/2003 - 08/07/2006
INTERSECURITIES, INC. (BALTIMORE MD)
TX
11/22/2002 - 05/01/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
02/06/2002 - 11/26/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CO
08/29/1997 - 02/19/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
IN
06/14/1994 - 02/05/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/14/1994 - 02/05/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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