Charles Rosen (CRD# 7618604) is an Investment Advisor Representative working at Aegis Capital Corp. in Northbrook, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Capital Corp | Northbrook, IL | Aug 2022 - Current | 1 |
| Marc Jacobson And Associates | Northbrook, IL | May 2020 - Aug 2022 | 2 |
| Unemployed | Northbrook, IL | Feb 2020 - Apr 2020 | < 1 |
| Ups | Northbrook, IL | Dec 2019 - Jan 2020 | < 1 |
| Unemployed | Northbrook, IL | Sep 2019 - Nov 2019 | < 1 |
| North Suburban Special Recreation Association | Northbrook, IL | May 2019 - Aug 2019 | < 1 |
| Unemployed | Northbrook, IL | Jul 2018 - Apr 2019 | < 1 |
| Marc Jacobson And Associates | Northbrook, IL | Jun 2014 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MD
- MA
- MO
- NY
- TX
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Total Assets Under Management1,282MILLIONS
-
Total Number of Accounts2,479ACCOUNTS
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Average Account Value$517,181
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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