seller-profile

Andrew Rosen

Diversified, LLC
3705 Concord Pike

Wilmington , DE 19803

3027653500

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About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

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General Information

Firm Start Year

1982

No. of Employees

20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BS in Business Administration - Finance

University of Delaware
-

Bachelor's Degree -

University of Delaware
-

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

https://diversifiedllc.com/wp-content/uploads/2022/03/Part-2A-Current-Version.pdf

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1887996/financialplanners-Diversified,-LLC-detailed-disclosure.html

Disclaimer

Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.