Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Rogosin is a financial professional with over 30 years of experience in the industry. Steven currently works at A.g.p. / Alliance Global Partners, a firm with a strong focus on providing financial planning, portfolio management, and selection of other advisors for businesses and individuals. Steven is also registered with the state of Florida. Prior to joining A.g.p. / Alliance Global Partners, Steven worked at LPL Financial LLC, Allstate Financial Services, LLC, Lincoln Benefit Financial Services, Inc., and Pruco Securities Corporation. Steven holds a Series 63, Series 6 and SIE license. Steven specializes in providing financial advice in the following areas: fixed income, mutual funds, variable annuities, life insurance, equities, and options.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
FL
04/13/2022 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
SC
09/22/2021 - 12/22/2021
LPL FINANCIAL LLC (FORT MILL SC)
FL
10/29/1998 - 11/21/2019
ALLSTATE FINANCIAL SERVICES, LLC (Plantation FL)
IL
02/04/1998 - 10/29/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
NJ
04/10/1985 - 09/03/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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