Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Rosner is a financial advisor at Ameriprise Financial Services, LLC, with experience in the financial services industry since 2007. Steven is registered as a Registered Representative with the state of Maryland, holding Series 66, Series 7 and Series 7TO licenses. Steven has specialized in providing financial services to individuals, corporations, other businesses, trusts/estates, charitable organizations, insurance companies, and pension and profit sharing plans. Steven is a co-owner of a business that is not investment-related.
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.
Asset allocation services
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.
1
2
MD
06/16/2023 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MD
08/19/2013 - 11/04/2016
PNC INVESTMENTS (GAITHERSBURG MD)
MD
10/05/2009 - 04/12/2012
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
MD
04/19/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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