Steven RosenstockCRD Number: 5466060
Current Firm: Valic Financial Advisors, Inc.
Steven Rosenstock (CRD# 5466060) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Valic Financial Advisors, Inc.||Orlando, FL||Apr 2010 - Current||7|
|Rosenstock Financial Services||Oviedo, FL||Jan 2007 - Current||10|
|Genworth Financial Securities Corporation||Tampa, FL||Dec 2007 - Apr 2010||2|
|Celebrity Resorts||Orlando, FL||Dec 2006 - Feb 2010||3|
|Starwood Vacation Ownership||Orlando, FL||Apr 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV