Annette RosenfieldCRD Number: 1105540
Current Firm: Raymond James & Associates, Inc.
Annette Rosenfield (CRD# 1105540) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 15 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates, Inc.||Coral Gables, FL||Nov 2012 - Current||5|
|Morgan Stanley Smith Barney||Aventura, FL||Jun 2009 - Nov 2012||3|
|Citigroup Global Markets Inc.||North Miami Beach, FL||Apr 2002 - Jun 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)