Charles Rose (CRD# 4358927) is an Investment Advisor Representative working at Granite Rose Wealth Alliance LLC in Roseland, NJ and has over 22 years of experience in the finance industry. Charles Rose 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Granite Rose Wealth Alliance, LLC | Roseland, NJ | Feb 2024 - Current | < 1 |
| Clarus Group LLC | New York, NY | Aug 2020 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Feb 2019 - Aug 2020 | 1 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2018 - Feb 2019 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Apr 2018 - Feb 2019 | < 1 |
| Unemployed | Verona, NJ | Nov 2017 - Apr 2018 | < 1 |
| National Planning Holdings | Denver, CO | Nov 2015 - Nov 2017 | 2 |
| Lord Abbett Distributor, LLC | Jersey City, NJ | Jan 2001 - Sep 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
NJ
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