Lee RosenblumCRD Number: 6160585
Current Firm: Transamerica Financial Advisors, Inc.
Lee Rosenblum (CRD# 6160585) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Simi Valley, CA and has over 3 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Student Debt Solution Center, LLC||Agoura Hills, CA||Sep 2014 - Current||2|
|Debtmerica||Santa Ana, CA||Jul 2014 - Current||2|
|Harvest Development Group||Old Saybrook, CT||Jul 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Simi Valley, CA||Dec 2012 - Current||4|
|World Financial Group, Inc.||Simi Valley, CA||Aug 2012 - Current||4|
|Valley Community Legal Foundation||Tarzana, CA||Aug 2013 - Jun 2016||2|
|Unemployed||Agoura Hills, CA||Sep 2011 - Jul 2012||< 1|
|Jewish Big Brothers Big Sisters||Los Angeles, CA||Mar 2011 - Sep 2011||< 1|
|Unemployed||Agoura Hills, CA||Sep 2010 - Mar 2011||< 1|
|Anti-defamation League||Los Angeles, CA||Dec 2009 - Sep 2010||< 1|
|Usc Hillel||Los Angeles, CA||Jul 2007 - Dec 2009||2|
|Jewish Federation Of Los Angeles||Los Angeles, CA||May 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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