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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Lee Rosen is a financial advisor with over 36 years of experience in the industry. Marshall is currently registered with Osaic Wealth, Inc. and has previously worked with Sagepoint Financial, Inc. and MSI Financial Services, Inc.. Marshall is licensed in 51 states and the District of Columbia. Marshall has a broad range of experience in the industry, specializing in areas such as financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (LANTANA FL)
FL
07/27/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
09/08/1986 - 07/19/2016
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
NY
09/08/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ELMIRA NY)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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