Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roselle? Claim Your ProfileRoselle Gerber is a financial advisor with Equitable Advisors, LLC. Roselle has been in the financial services industry since 2003. Roselle is registered with the state of California, Connecticut, Florida, New Jersey, New York, Pennsylvania, and South Carolina. Roselle is licensed to provide financial advice to individuals, corporations, and charitable organizations. Roselle is a Registered Representative of Equitable Advisors, LLC. Roselle provides financial planning, portfolio management, and other financial services.
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.
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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NY
07/26/2023 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
10/01/2012 - 01/04/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/11/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/13/2006 - 12/05/2006
HSBC SECURITIES (USA) INC. (LEVITTOWN NY)
NY
06/08/2005 - 01/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
09/19/2003 - 06/02/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
05/13/2002 - 09/11/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 09/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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