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Matthew David Rosen

Innovation Partners LLC

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About Matthew David Rosen

Matthew David Rosen is a registered representative with Innovation Partners LLC in CHARLOTTE, NC. Matthew has been in the industry since 1994 and holds the Series 63, SIE, Series 82TO and Series 7 licenses. Matthew is registered in the state of New York. Innovation Partners LLC provides advisory services for individuals, businesses, and retirement plans.

Firm Information

Matthew Rosen is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Recurring fee

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Matthew Rosen’s Registration & Firm History

NC

04/24/2024 - Present

Innovation Partners LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/06/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2024

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 08/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Rosen.
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