Jeffrey Rosengarten
Jeffrey Rosengarten is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandusky, OH, with 8 years of industry experience. Jeffrey 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
422 W Market St, Sandusky, OH, 44870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a financial advisor at PN Financial Services, LLC, dedicating a few hours per week. He is also a board member at Goodwill Industries and an owner at Payne Nickles and Company, a CPA firm, where he spends nearly full-time providing tax and business advisory services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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