Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Rosenberg is a financial advisor associated with LPL Financial LLC. Nathan has been working in the financial industry since 2001 and is currently registered with FINRA and the state of Florida. Nathan is registered to provide financial advice to individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Nathan has previously worked at Invest Financial Corporation and Intersecurities, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/15/2018 - Present
LPL Financial LLC (CORAL SPRINGS FL)
FL
06/29/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (CORAL SPRINGS FL)
FL
01/17/2001 - 07/13/2009
INTERSECURITIES, INC. (CORAL SPRINGS FL)
BC
Issued 01/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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