Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Elizabethann Rosner has been in the financial services industry for over 30 years. She currently works with Vicus Capital, Inc. as an Investment Advisor Representative. Martha has a strong background in financial planning, insurance, and investment management. She is a dedicated professional committed to providing comprehensive financial advice to individuals, families, and businesses. Martha is also a Notary Public and owns several vacation rental properties.
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.
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
NY
03/20/2021 - Present
Vicus Capital, Inc. (Watertown NY)
NY
11/16/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WATERTOWN NY)
NY
10/24/1994 - 10/19/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/07/1993 - 11/01/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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