Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rosenfeld is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the financial industry since 2007 and has worked for both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Marketing Corporation. Robert is currently registered with Fidelity Personal And Workplace Advisors and is licensed in 55 states, including Arizona, Kentucky, and Texas. Robert specializes in financial planning, portfolio management, and education seminars.
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.
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
KY
02/10/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
AZ
11/20/2013 - 11/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/12/2007 - 11/11/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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