Andrew Rosner (CRD# 6037941) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Oneamerica Securities | Carlsbad, CA | Jan 2024 - Current | < 1 |
American United Life | Carlsbad, CA | Oct 2019 - Current | 4 |
Woodbury Financial Services Inc. | Carlsbad, CA | May 2018 - Dec 2023 | 5 |
Epstein And White Financial LLC | San Diego, CA | Feb 2016 - May 2018 | 2 |
Eqis Capital Management, Inc. | San Rafael, CA | Oct 2015 - May 2018 | 2 |
Epstein And White Retirement Income Solutions, LLC | San Diego, CA | Sep 2015 - May 2018 | 2 |
Axa Advisors, LLC | New York, NY | Jan 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
S63 | Uniform Securities State Law Examination | May 2018 |
- CA
- FL
- SC
- WA
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- 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)
- Educational seminars/workshops
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, WY
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