John Rosenfeld

from Walser Wealth Management Company, A Limited Liability Company
SEC regulated
Regulated Investment Advisor
John Rosenfeld is a financial advisor based in Florida, Tampa, with 25 years of experience. John currently works for Walser Wealth Management Company, A Limited Liability Company. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Rosenfeld works at Walser Wealth Management Company, A Limited Liability Company
Walser Wealth Management Company, A Limited Liability Company is a financial advisory firm based in Tampa, Florida. It currently has approximately $104,227,553 of assets under management and employs about 9 people. Walser Wealth Management Company, A Limited Liability Company uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
777 S. Harbour Island Blvd, Ste 440, Tampa, Florida, 33602

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