Zachary
Rosenfeld
Mma Securities LLC
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About this Advisor
Zachary Rosenfeld is a financial advisor based in Boston, Massachusetts, working with Mma Securities LLC. Zachary has previously held positions at Fidelity Brokerage Services LLC, Self Employed Rental Property, John Hancock Distributors LLC, John Hancock, Mma Securities LLC, Usi Securities, Inc, and Usi Consulting Group, Inc. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Ohio. Currently, Zachary is part of Mma Securities LLC, which operates out of Boston, Massachusetts. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mma Securities LLC Brokerage Details
181
Investment Advisory Services
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Zachary Rosenfeld Work History
Mma Securities LLC
Usi Securities, Inc
Usi Consulting Group, Inc
Self Employed Rental Property
John Hancock Distributors LLC
John Hancock
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Zachary Rosenfeld 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 Mma Securities LLC
San Diego, CA
Boston, MA
Boston, MA
Austin, TX
San Diego, CA
Boston, MA
Fairburn, GA
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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