Meredith M. Rosen
Bedell Frazier Investment Counselling, Llc.
Financial Planner in Walnut Creek, CA
Address:200 Pringle Ave, Ste 555
Walnut Creek, CA 94596
About Meredith M. Rosen
Meredith Rosen is a financial professional at Bedell Frazier Investment Counselling, Llc. located in Walnut Creek, California. Meredith Rosen holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Meredith Rosen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Meredith Rosen200 Pringle Ave, Ste 555
Walnut Creek, CA 94596
Phone Number:
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Website:
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