Joshua Rosenberg
Joshua Rosenberg is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
219 Racine Dr, Ste A-1, Wilmington, NC, 28403
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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
Joshua sells fixed insurance products, including life, health, disability, annuities, and long-term care, and is an investment advisor representative for Nabell Winslow Investments and Wealth Management, spending about a quarter of his time on fixed insurance. He also holds various positions related to financial services and insurance, including partner and owner, and dedicates a few hours per week to addressing client needs with fixed products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations8 states
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