Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Rosenblatt is a registered investment advisor representative with Seelaus Asset Management, LLC, based in Chatham, New Jersey. Roberta has over 20 years of experience in the financial services industry, specializing in portfolio management for individuals, businesses, and pooled investment vehicles. Roberta has held positions with a variety of financial institutions, including ICBC Standard Securities Inc., Standard New York, Inc., Safdie Investment Services Corp., and Rochdale Investment Management Inc. Roberta is a Series 65, 66, 7, 24, 79TO, 87, 99TO, and SIE licensed professional.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
05/24/2024 - Present
Seelaus Asset Management, LLC (CHATHAM NJ)
NY
04/05/2006 - 03/09/2023
ICBC STANDARD SECURITIES INC. (NEW YORK NY)
NY
06/19/2015 - 02/13/2019
STANDARD NEW YORK, INC. (NEW YORK NY)
NY
08/15/2002 - 03/13/2006
SAFDIE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/13/2001 - 10/17/2001
ROCHDALE INVESTMENT MANAGEMENT INC. (NEW YORK NY)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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