Alex
Rosen
Pfg Advisors
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About this Advisor
Alex Rosen is a financial advisor based in Mesa, Arizona, working with Pfg Advisors. Alex has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Axa Advisors, LLC, Equitable Advisors, LLC, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Alex has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Alex is part of Pfg Advisors, which operates out of Mesa, Arizona. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alex Rosen Work History
Osaic Wealth, Inc
Securities America, Inc
Pfg Advisors
Axa Advisors, LLC
Equitable Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
Disclosures
Please visit the SEC profile of Alex Rosen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pfg Advisors
Phoenix, AZ
Glendale, AZ
Phoenix, AZ
Phoenix, AZ
Eagle, ID
Eugene, OR
Tempe, AZ
Valencia, CA
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