Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Rosenoff is an investment advisor representative at MMA Securities LLC. He is registered with the state of Massachusetts and has been in the industry since August 14, 2017. Zachary specializes in providing advisory services to retirement plan participants, including pension consulting and educational seminars. He is also registered to provide selection of other advisers. Zachary is located in Boston, MA.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
MA
11/07/2017 - Present
MMA Securities LLC (Boston MA)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Rosenoff is the right advisor for you? Invested Better is here to help.
