John RosenauCRD Number: 1346021
Current Firm: Moneco Advisors
John Rosenau (CRD# 1346021) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 23 years of experience in the finance industry. John Rosenau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altium Wealth Management LLC
Scholtz & Co
Abbondandolo Wealth Management Corp
|Moneco Advisors||Fairfield, CT||Jul 2013 - Current||3|
|Money Consultants, Inc. (moneco)||Fairfield, CT||Jul 1998 - Current||18|
|Lpl Financial, LLC||Fairfield, CT||Jan 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
Total Assets Under Management218MILLIONS
Total Number of Accounts855ACCOUNTS
Average Account Value$254,503
- 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
CA, CT, FL, IL, LA, MA, MD, NJ, NY, TX
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