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Our financial advice team


Carey Rosen Ameriprise Financial Advisor

Carey Rosen

Financial Advisor

Vice President
Aventus Capital Advisors
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Interests

Golf, travel, food and wine, the beach

Community participation

Angel's Pediatric Heart House

Awards & recognition

  • Ameriprise Circle of Success, 2015-2019

Qualifications

  • Series 7
  • Series 9/10
  • Series 63
  • Series 65
  • Life, Health, and Variable Annuity Licensed

Education

  • Bachelor of Business Administration, CUNY-Baruch College; 1971, NY, NY

Professional associations

  • Baruch College Alumni Association

Previous experience

  • Morgan Stanley - First Vice President, 2009-2013
  • Citigroup Global Markets - First Vice President, 2001-2009
  • Merrill Lynch - Vice President, 1990-2001
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