Martha Rosner is a ChFC-designated registered investment advisor, based in Watertown, NY, with 32 years of industry experience.
Location
120 Washington Street, Suite 505, Watertown, NY, 13601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martha sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. She is also an investment advisor representative with Vicus Capital, Inc. and owns and manages several vacation rental properties.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Vicus Capital, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
Hsbc Brokerage (USA) INC.Broker
Smith Barney INC.Broker
State Registrations11 states
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