Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Rosenson is a financial advisor with Wealthspire Advisors. Stacey is a Certified Financial Planner® professional with a focus on providing financial planning and investment management for individuals and families. Stacey has been with Wealthspire Advisors since January 2018. Prior to that, Stacey was with Joel Isaacson & Co., LLC. Stacey is licensed to provide investment advice in New York.
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.
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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NY
03/16/2021 - Present
Wealthspire Advisors (NEW YORK NY)
Active
Inactive
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