Unclaimed
Robert B Rosin has been an active financial advisor for over 25 years. Robert is registered with Park Avenue Securities LLC in New Jersey and New York. Robert's expertise includes insurance, financial planning, and employee benefits. Robert also has a long history of working with a variety of firms, including NYLIFE Securities LLC, MML Investors Services, LLC, and The Concord Equity Group, LLC. Robert is committed to providing his clients with personalized financial advice and guidance.
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.
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
NJ
04/16/2021 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
NJ
02/21/2017 - 02/01/2019
NYLIFE SECURITIES LLC (FREEHOLD NJ)
NJ
10/06/2014 - 12/27/2016
PARK AVENUE SECURITIES LLC (BLOOMFIELD NJ)
NJ
04/11/2014 - 09/29/2014
MML INVESTORS SERVICES, LLC (EDISON NJ)
NJ
03/01/2013 - 03/04/2014
PARK AVENUE SECURITIES LLC (BLOOMFIELD NJ)
NJ
02/08/2007 - 02/07/2013
TOWER SQUARE SECURITIES, INC. (KEYPORT NJ)
NJ
02/16/2000 - 12/31/2006
THE CONCORD EQUITY GROUP, LLC (KEYPORT NJ)
DE
01/10/1997 - 03/03/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
03/26/1996 - 01/14/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
03/02/1994 - 03/27/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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