Joshua Rosenberg (CRD# 6476312) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmington, NC and has over 9 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 6431731
Reach Strategic Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Masonboro Capital Group Llc, Nabell Winslow Investments | Wilmington, NC | Apr 2022 - Current | 2 |
| Cetera Advisors LLC | Denver, CO | Apr 2015 - Current | 9 |
| Nabell Winslow Wealth Management | Wilmington, NC | Sep 2013 - Current | 10 |
| Nabell Winslow Insurance | Wilmington, NC | Sep 2013 - Current | 10 |
| Nabell Winslow Life Insurance | Wilmington, NC | Sep 2013 - Current | 10 |
| Performance Volleyball Dba Nc Coastal Volleyball Club | Wilmington, NC | Jul 2020 - Apr 2022 | 1 |
| Nc Elite Volleyball Club | Wilmington, NC | Oct 2015 - Jul 2020 | 4 |
| Unemployed | Wilmington, NC | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- NC
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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