MR
Mark Rose
from Rockline Wealth Management LLC
Mark Rose is a financial advisor based in New York, Plainview,
with 41 years of experience. Mark currently works for
Rockline Wealth Management LLC.
Mark 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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Mark Rose works at Rockline Wealth Management LLC
Rockline Wealth Management LLC is a financial advisory firm based in Plainview, New York. It currently has approximately $355,474,012 of assets under management and employs about 7 people. Rockline Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
255 Executive Drive, Suite 409, Plainview, New York, 11803
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